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 | $168,170 | $55,636+202.3% | $81,983+105.1% | $73,488+128.8% |
| Participation rate | 99.2% | 62.3%+36.9pp | 69.2%+29.9pp | 70.7%+28.5pp |
| Annual return | 41.97% | 19.07%+22.9pp | 41.31%+0.7pp | 28.51%+13.5pp |
| Employer contribution / active EE | $10,308 | $1,625+534.5% | $2,498+312.6% | $2,270+354.1% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |