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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,187 | $46,297+88.3% | $71,671+21.6% | $62,292+40.0% |
| Participation rate | 98.5% | 60.6%+37.8pp | 68.7%+29.7pp | 69.5%+29.0pp |
| Annual return | 31.85% | 22.32%+9.5pp | 20.65%+11.2pp | 28.90%+3.0pp |
| Employer contribution / active EE | $4,850 | $1,412+243.5% | $2,460+97.2% | $2,042+137.5% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |