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 | $92,699 | $42,396+118.7% | $67,313+37.7% | $56,287+64.7% |
| Participation rate | 97.9% | 61.0%+37.0pp | 69.1%+28.9pp | 69.9%+28.1pp |
| Annual return | 1.35% | -36.63%+38.0pp | -4.08%+5.4pp | -9.96%+11.3pp |
| Employer contribution / active EE | $7,315 | $1,414+417.5% | $2,566+185.1% | $2,111+246.5% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |