Filed October 19, 2017 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $500,208 | $61,473+713.7% | $81,930+510.5% | $73,409+581.4% |
| Participation rate | 99.5% | 72.4%+27.1pp | 72.0%+27.5pp | 72.2%+27.4pp |
| Annual return | 83.88% | 28.26%+55.6pp | 29.49%+54.4pp | 59.29%+24.6pp |
| Employer contribution / active EE | $4,630 | $1,898+144.0% | $4,310+7.4% | $2,234+107.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,158-100.0% | $158-100.0% |