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 | $122,144 | $54,350+124.7% | $82,719+47.7% | $68,494+78.3% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -13.27% | -13.67%+0.4pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,522 | $2,218+149.0% | $3,009+83.5% | $2,596+112.7% |
| Participant deferral / active EE | $7,331 | $3,246+125.9% | $4,395+66.8% | $4,027+82.0% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |