Filed August 13, 2021 (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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,515 | $51,197-44.3% | $82,719-65.5% | $66,914-57.4% |
| Participation rate | 32.1% | 67.8%-35.7pp | 72.6%-40.5pp | 69.8%-37.7pp |
| Annual return | -10.84% | -9.64%-1.2pp | 701.18%-712.0pp | 1.58%-12.4pp |
| Employer contribution / active EE | $296 | $2,611-88.7% | $3,009-90.2% | $2,544-88.4% |
| Participant deferral / active EE | $1,147 | $3,458-66.8% | $4,395-73.9% | $4,237-72.9% |
| Admin fee / account holder | $1 | $416-99.8% | $5,329-100.0% | $593-99.9% |