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 | $125,630 | $87,870+43.0% | $113,168+11.0% | $74,304+69.1% |
| Participation rate | 97.7% | 70.7%+27.0pp | 76.6%+21.2pp | 60.3%+37.4pp |
| Annual return | -4.75% | 26.44%-31.2pp | 24.27%-29.0pp | 29.43%-34.2pp |
| Employer contribution / active EE | $10,234 | $2,277+349.5% | $2,975+244.0% | $2,241+356.7% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |