Filed October 1, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,383 | $55,453-72.3% | $170,442-91.0% | $62,292-75.3% |
| Participation rate | 96.2% | 66.4%+29.9pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 13.99% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,734 | $2,164-19.9% | $5,433-68.1% | $2,042-15.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $46 | $455-89.8% | $13,880-99.7% | $479-90.3% |