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 | $124,515 | $57,281+117.4% | $86,612+43.8% | $75,163+65.7% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.6pp |
| Annual return | 15.00% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,141 | $2,314-7.5% | $3,022-29.2% | $2,670-19.8% |
| Participant deferral / active EE | $7,170 | $3,318+116.1% | $4,438+61.6% | $4,125+73.8% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |