Filed March 29, 2017
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,993 | $84,487-24.3% | $125,339-48.9% | $66,914-4.4% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | 21.47% | -8.39%+29.9pp | 572.05%-550.6pp | 1.58%+19.9pp |
| Employer contribution / active EE | $5,435 | $3,553+53.0% | $4,814+12.9% | $2,544+113.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $14 | $685-97.9% | $10,010-99.9% | $593-97.6% |