Filed January 4, 2018 (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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,614 | $225,135-94.0% | $123,892-89.0% | - |
| Participation rate | 100.0% | 69.5%+30.5pp | 81.4%+18.6pp | - |
| Annual return | 0.00% | 8.01%-8.0pp | 47.52%-47.5pp | - |
| Employer contribution / active EE | $15,261 | $2,580+491.6% | $4,617+230.6% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $0 | $19,833-100.0% | $8,357-100.0% | - |