Filed June 1, 2018
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 9-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,372 | $86,332+42.9% | $125,175-1.4% | $65,185+89.3% |
| Participation rate | 81.4% | 75.3%+6.1pp | 79.8%+1.6pp | 70.2%+11.2pp |
| Annual return | 21.15% | 27.43%-6.3pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $10,893 | $2,040+434.1% | $3,865+181.8% | $2,177+400.5% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |