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 | $37,008 | $85,202-56.6% | $172,739-78.6% | $72,985-49.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $5,533 | $3,324+66.4% | $5,143+7.6% | $2,440+126.8% |
| Participant deferral / active EE | $6,504 | $3,260+99.5% | $5,198+25.1% | $3,607+80.3% |
| Admin fee / account holder | $299 | $5,884-94.9% | $13,954-97.9% | $5,124-94.2% |