Filed April 18, 2019
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 | $110,457 | $62,561+76.6% | $105,218+5.0% | $52,331+111.1% |
| Participation rate | 80.9% | 70.4%+10.5pp | 77.2%+3.7pp | 68.1%+12.8pp |
| Annual return | 3.59% | 8.71%-5.1pp | 5.33%-1.7pp | 4.54%-1.0pp |
| Employer contribution / active EE | $5,116 | $2,137+139.3% | $3,255+57.2% | $1,882+171.9% |
| Participant deferral / active EE | $8,700 | $3,355+159.3% | $4,867+78.8% | $3,022+187.9% |
| Admin fee / account holder | $1 | $198-99.7% | $6,992-100.0% | $592-99.9% |