Filed September 17, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,360 | $36,916-34.0% | $156,549-84.4% | $57,658-57.8% |
| Participation rate | 75.3% | 63.4%+11.8pp | 84.0%-8.8pp | 70.2%+5.0pp |
| Annual return | 7.99% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,271 | $1,571-19.1% | $5,501-76.9% | $1,974-35.6% |
| Participant deferral / active EE | $3,378 | $1,926+75.4% | $4,871-30.7% | $3,061+10.4% |
| Admin fee / account holder | $13 | $82-84.7% | $13,027-99.9% | $95-86.7% |