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 | $134,049 | $47,922+179.7% | $75,886+76.6% | $65,185+105.6% |
| Participation rate | 96.7% | 63.0%+33.7pp | 69.3%+27.4pp | 70.2%+26.5pp |
| Annual return | 49.16% | 24.12%+25.0pp | 30.76%+18.4pp | 29.38%+19.8pp |
| Employer contribution / active EE | $8,965 | $1,557+475.7% | $2,500+258.5% | $2,177+311.9% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |