Filed December 13, 2018
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 | $56,505 | $58,879-4.0% | $178,490-68.3% | $73,488-23.1% |
| Participation rate | 72.1% | 66.2%+5.9pp | 81.9%-9.8pp | 70.7%+1.5pp |
| Annual return | 14.30% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,564 | $2,236-30.0% | $5,011-68.8% | $2,270-31.1% |
| Participant deferral / active EE | $2,825 | $2,567+10.0% | $5,202-45.7% | $3,740-24.4% |
| Admin fee / account holder | $25 | $400-93.8% | $13,984-99.8% | $513-95.2% |