Filed January 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,353 | $46,745-24.4% | $60,547-41.6% | $52,331-32.4% |
| Participation rate | 97.1% | 58.6%+38.5pp | 68.0%+29.1pp | 68.1%+29.0pp |
| Annual return | 15.55% | 0.61%+14.9pp | 335.64%-320.1pp | 4.54%+11.0pp |
| Employer contribution / active EE | $2,047 | $1,259+62.6% | $2,419-15.4% | $1,882+8.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |