Filed January 27, 2020 (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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,517 | $148,970-24.5% | $136,007-17.3% | $199,593-43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 8.53% | 27.07%-18.5pp | 579.32%-570.8pp | 34.25%-25.7pp |
| Employer contribution / active EE | $1,375 | $3,561-61.4% | $4,217-67.4% | $3,034-54.7% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,025-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,858-100.0% | $269-100.0% |