Filed April 4, 2018 (most recent of 2 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 7-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,383 | $88,751-53.4% | $81,812-49.4% | $145,922-71.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 22.25% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $4,044 | $3,083+31.2% | $2,912+38.9% | $4,660-13.2% |
| Participant deferral / active EE | $4,140 | $4,643-10.8% | $4,319-4.1% | $6,688-38.1% |
| Admin fee / account holder | $191 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |