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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,784 | $63,442+259.0% | $68,791+231.1% | $66,914+240.4% |
| Participation rate | 98.0% | 60.0%+38.0pp | 69.0%+28.9pp | 69.8%+28.2pp |
| Annual return | 1.19% | -8.29%+9.5pp | -6.38%+7.6pp | 1.58%-0.4pp |
| Employer contribution / active EE | $17,698 | $1,775+897.2% | $2,655+566.6% | $2,544+595.6% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $577-99.4% | $4,932-99.9% | $593-99.5% |