Filed January 2, 2018
Total covered: 2 employees
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 9-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 | $46,121 | $64,119-28.1% | $112,228-58.9% | $66,914-31.1% |
| Participation rate | 99.4% | 68.5%+31.0pp | 75.1%+24.4pp | 69.8%+29.6pp |
| Annual return | -18.22% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $4,658 | $3,005+55.0% | $3,635+28.2% | $2,544+83.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |