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 | $143,612 | $122,239+17.5% | $184,203-22.0% | $74,495+92.8% |
| Participation rate | 84.6% | 85.5%-0.9pp | 86.8%-2.2pp | 67.2%+17.4pp |
| Annual return | 14.29% | 19.95%-5.7pp | 28.81%-14.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,127 | $4,537-9.0% | $6,427-35.8% | $2,623+57.4% |
| Participant deferral / active EE | $5,098 | $7,139-28.6% | $9,131-44.2% | $4,346+17.3% |
| Admin fee / account holder | $22 | $1,260-98.2% | $13,901-99.8% | $1,942-98.8% |