Filed November 27, 2018 (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 | $139,932 | $65,409+113.9% | $98,442+42.1% | $85,850+63.0% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 12.82% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $6,015 | $2,168+177.5% | $2,960+103.2% | $2,565+134.5% |
| Participant deferral / active EE | $7,445 | $3,166+135.1% | $4,276+74.1% | $3,952+88.4% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |