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 | $64,250 | $68,408-6.1% | $57,179+12.4% | $57,658+11.4% |
| Participation rate | 97.1% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 5.60% | 8.51%-2.9pp | 14.59%-9.0pp | 5.13%+0.5pp |
| Employer contribution / active EE | $4,931 | $2,869+71.9% | $2,682+83.8% | $1,974+149.8% |
| Participant deferral / active EE | $2,059 | $2,903-29.1% | $3,096-33.5% | $3,061-32.7% |
| Admin fee / account holder | $6 | $70-91.7% | $3,139-99.8% | $95-93.9% |