Filed January 16, 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 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 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 | $61,743 | $67,166-8.1% | $57,343+7.7% | $55,191+11.9% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 3.07% | 4.22%-1.1pp | 24.39%-21.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $4,352 | $2,812+54.8% | $2,689+61.9% | $1,899+129.2% |
| Participant deferral / active EE | $2,043 | $2,835-27.9% | $3,162-35.4% | $3,046-32.9% |
| Admin fee / account holder | $4 | $44-90.8% | $3,356-99.9% | $91-95.6% |