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.
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 | $35,352 | $58,264-39.3% | $86,612-59.2% | $71,457-50.5% |
| Participation rate | 30.9% | 65.0%-34.1pp | 71.7%-40.8pp | 67.9%-37.0pp |
| Annual return | 20.34% | 21.63%-1.3pp | 591.07%-570.7pp | 28.85%-8.5pp |
| Employer contribution / active EE | $767 | $2,574-70.2% | $3,022-74.6% | $2,588-70.4% |
| Participant deferral / active EE | $1,500 | $3,436-56.3% | $4,438-66.2% | $4,289-65.0% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |