Filed October 18, 2022 (most recent of 19 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,714 | $89,117-9.4% | $57,179+41.2% | $329,111-75.5% |
| Participation rate | 39.6% | 67.2%-27.6pp | 75.3%-35.7pp | 67.9%-28.3pp |
| Annual return | 11.28% | 7.87%+3.4pp | 14.59%-3.3pp | 16.35%-5.1pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,682-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $2,434 | $3,328-26.9% | $3,096-21.4% | $3,682-33.9% |
| Admin fee / account holder | $0 | $21-99.6% | $3,139-100.0% | $754-100.0% |