Filed April 1, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,795 | $56,199+253.7% | $67,652+193.8% | $59,632+233.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 6.93% | 18505.31%-18498.4pp | 6625.04%-6618.1pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $15,338 | $1,614+850.0% | $2,266+577.0% | $2,203+596.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |