Filed July 22, 2021
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,409 | $94,833-45.8% | $75,696-32.1% | $86,799-40.8% |
| Participation rate | 84.8% | 79.1%+5.7pp | 74.8%+10.0pp | 72.3%+12.5pp |
| Annual return | 12.63% | 16.91%-4.3pp | 104.53%-91.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $527 | $2,904-81.9% | $2,743-80.8% | $2,405-78.1% |
| Participant deferral / active EE | $2,013 | $3,632-44.6% | $3,821-47.3% | $4,131-51.3% |
| Admin fee / account holder | $5 | $109-95.6% | $3,619-99.9% | $170-97.2% |