Filed July 2, 2020 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,854 | $91,762+154.8% | $67,502+246.4% | $77,643+201.2% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 12.26% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $9,620 | $3,181+202.4% | $2,731+252.3% | $2,726+252.9% |
| Participant deferral / active EE | $4,644 | $3,903+19.0% | $4,000+16.1% | $4,647-0.1% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |