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 | $98,623 | $39,122+152.1% | $57,179+72.5% | $62,891+56.8% |
| Participation rate | 84.4% | 70.5%+13.9pp | 75.3%+9.0pp | 69.3%+15.1pp |
| Annual return | 7.53% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,246 | $2,374-5.4% | $3,096-27.5% | $3,203-29.9% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |