Filed July 31, 2017
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,647 | $50,458+186.7% | $159,960-9.6% | $64,808+123.2% |
| Participation rate | 99.3% | 68.0%+31.3pp | 78.0%+21.4pp | 71.5%+27.9pp |
| Annual return | 5.93% | -13.42%+19.3pp | 408.60%-402.7pp | 32.82%-26.9pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,004-100.0% | $6,182-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $706-99.6% | $8,698-100.0% | $188-98.6% |