Filed June 3, 2020
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 | $79,904 | $78,781+1.4% | $100,516-20.5% | $73,409+8.8% |
| Participation rate | 97.3% | 80.0%+17.3pp | 79.4%+17.9pp | 72.2%+25.2pp |
| Annual return | 23.74% | 31.69%-7.9pp | 30.89%-7.2pp | 59.29%-35.6pp |
| Employer contribution / active EE | $2,581 | $2,420+6.7% | $3,418-24.5% | $2,234+15.6% |
| Participant deferral / active EE | $8,650 | $6,537+32.3% | $6,270+38.0% | $3,805+127.3% |
| Admin fee / account holder | $10 | $145-93.3% | $8,081-99.9% | $158-93.8% |