Filed November 20, 2015
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 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 | $64,708 | $60,795+6.4% | $69,455-6.8% | $65,185-0.7% |
| Participation rate | 99.1% | 74.9%+24.2pp | 74.6%+24.5pp | 70.2%+28.9pp |
| Annual return | 19.79% | 17.46%+2.3pp | 28.97%-9.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $5,557 | $2,452+126.6% | $2,779+100.0% | $2,177+155.3% |
| Participant deferral / active EE | $5,568 | $3,162+76.1% | $3,535+57.5% | $3,514+58.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |