Filed January 31, 2020
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 3-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 | $95,723 | $40,256+137.8% | $57,343+66.9% | $59,632+60.5% |
| Participation rate | 83.9% | 69.2%+14.7pp | 75.1%+8.8pp | 68.7%+15.2pp |
| Annual return | 3.03% | 27.49%-24.5pp | 24.39%-21.4pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,205 | $2,399-8.1% | $3,162-30.3% | $3,192-30.9% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |