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 | $44,707 | $79,124-43.5% | $60,874-26.6% | $64,808-31.0% |
| Participation rate | 84.0% | 77.7%+6.2pp | 73.1%+10.9pp | 71.5%+12.5pp |
| Annual return | -11.15% | -7.13%-4.0pp | 16.90%-28.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $521 | $3,050-82.9% | $2,701-80.7% | $2,506-79.2% |
| Participant deferral / active EE | $2,146 | $3,725-42.4% | $3,817-43.8% | $4,310-50.2% |
| Admin fee / account holder | $9 | $106-91.9% | $3,224-99.7% | $188-95.5% |