Filed June 14, 2019 (most recent of 4 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 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 | $93,675 | $48,313+93.9% | $73,307+27.8% | $52,331+79.0% |
| Participation rate | 92.9% | 68.6%+24.3pp | 74.9%+17.9pp | 68.1%+24.8pp |
| Annual return | 1.90% | 3.85%-1.9pp | 5.67%-3.8pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,196 | $1,661+32.2% | $3,237-32.2% | $1,882+16.7% |
| Participant deferral / active EE | $2,517 | $4,189-39.9% | $4,991-49.6% | $3,022-16.7% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |