Filed December 2, 2020 (most recent of 9 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,868 | $37,039-78.8% | $147,614-94.7% | $59,188-86.7% |
| Participation rate | 98.4% | 63.8%+34.6pp | 84.6%+13.7pp | 69.4%+28.9pp |
| Annual return | -1.83% | 7.19%-9.0pp | 61.98%-63.8pp | 5.51%-7.3pp |
| Employer contribution / active EE | $1,945 | $1,353+43.8% | $5,564-65.0% | $2,098-7.3% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $18 | $60-69.5% | $11,611-99.8% | $92-80.1% |