Filed May 28, 2019 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,980 | $198,466-83.4% | $170,442-80.7% | $147,584-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,967 | $6,184-35.8% | $5,433-27.0% | $4,876-18.6% |
| Participant deferral / active EE | $8,384 | $5,629+48.9% | $4,939+69.7% | $5,439+54.2% |
| Admin fee / account holder | $279 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |