Filed March 27, 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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,248 | $92,224+75.9% | $105,223+54.2% | $79,634+103.7% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.0%+21.8pp | 62.5%+34.3pp |
| Annual return | 15.44% | 88.65%-73.2pp | 180.65%-165.2pp | 36.46%-21.0pp |
| Employer contribution / active EE | $6,821 | $3,965+72.0% | $3,689+84.9% | $2,529+169.7% |
| Participant deferral / active EE | $7,951 | $3,834+107.4% | $5,072+56.8% | $3,835+107.4% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |