Filed June 18, 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 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.
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 | $371,106 | $64,119+478.8% | $112,228+230.7% | $66,914+454.6% |
| Participation rate | 99.4% | 68.5%+30.9pp | 75.1%+24.3pp | 69.8%+29.6pp |
| Annual return | -2.46% | -13.81%+11.3pp | 27.45%-29.9pp | 1.58%-4.0pp |
| Employer contribution / active EE | $19,630 | $3,005+553.2% | $3,635+440.1% | $2,544+671.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |