Filed July 14, 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 | $176,772 | $57,976+204.9% | $62,995+180.6% | $62,292+183.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.84% | 17.54%-1.7pp | 87.57%-71.7pp | 28.90%-13.1pp |
| Employer contribution / active EE | $4,000 | $2,415+65.7% | $2,759+45.0% | $2,042+95.9% |
| Participant deferral / active EE | $5,970 | $2,956+102.0% | $3,329+79.3% | $3,169+88.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |