Filed September 14, 2020 (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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,166 | $73,638-48.2% | $95,952-60.2% | $73,488-48.1% |
| Participation rate | 93.8% | 76.2%+17.7pp | 77.1%+16.7pp | 70.7%+23.1pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $16,685 | $1,863+795.5% | $2,541+556.7% | $2,270+635.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |