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.
Annual investment return 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 | $109,646 | $76,050+44.2% | $96,544+13.6% | $71,457+53.4% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | 8.25% | 22.81%-14.6pp | 25.84%-17.6pp | 28.85%-20.6pp |
| Employer contribution / active EE | $8,943 | $2,244+298.5% | $2,965+201.6% | $2,588+245.6% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |