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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,069 | $84,936+9.6% | $111,297-16.4% | $79,386+17.2% |
| Participation rate | 94.2% | 75.9%+18.4pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 135.06% | 17.45%+117.6pp | 54.65%+80.4pp | 116.85%+18.2pp |
| Employer contribution / active EE | $10,596 | $1,979+435.4% | $2,731+288.0% | $2,427+336.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |