Filed April 28, 2016
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 10-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,963 | $48,795+113.1% | $65,493+58.7% | $84,808+22.6% |
| Participation rate | 87.0% | 67.0%+20.0pp | 73.1%+13.9pp | 68.3%+18.7pp |
| Annual return | 15.63% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $930 | $1,930-51.8% | $2,574-63.9% | $2,631-64.6% |
| Participant deferral / active EE | $2,636 | $2,928-10.0% | $3,961-33.5% | $4,212-37.4% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |