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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,036,157 | $65,435+1483.5% | $86,677+1095.4% | $66,914+1448.5% |
| Participation rate | 94.8% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | 39.06% | -10.89%+50.0pp | 35.91%+3.2pp | 1.58%+37.5pp |
| Employer contribution / active EE | $20,909 | $2,153+871.1% | $2,836+637.2% | $2,544+721.8% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $642-98.5% | $7,493-99.9% | $593-98.4% |