Filed December 16, 2019 (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 | $127,758 | $130,194-1.9% | $169,993-24.8% | $71,457+78.8% |
| Participation rate | 93.5% | 86.1%+7.3pp | 87.0%+6.5pp | 67.9%+25.5pp |
| Annual return | 16.61% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,769 | $4,381-14.0% | $6,785-44.5% | $2,588+45.7% |
| Participant deferral / active EE | $5,055 | $6,923-27.0% | $10,408-51.4% | $4,289+17.9% |
| Admin fee / account holder | $10 | $966-99.0% | $12,815-99.9% | $1,587-99.4% |