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 | $93,073 | $111,945-16.9% | $62,995+47.7% | $80,976+14.9% |
| Participation rate | 39.8% | 65.1%-25.3pp | 74.8%-35.1pp | 68.3%-28.5pp |
| Annual return | 19.20% | 17.10%+2.1pp | 87.57%-68.4pp | 22.91%-3.7pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,759-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $2,442 | $3,579-31.8% | $3,329-26.7% | $3,848-36.6% |
| Admin fee / account holder | $0 | $24-99.7% | $3,600-100.0% | $67-99.9% |