Filed May 14, 2021 (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 5-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,780 | $68,408-28.7% | $57,179-14.7% | $57,658-15.4% |
| Participation rate | 95.8% | 79.1%+16.7pp | 75.3%+20.5pp | 70.2%+25.6pp |
| Annual return | 9.68% | 8.51%+1.2pp | 14.59%-4.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,601 | $2,903+24.0% | $3,096+16.3% | $3,061+17.6% |
| Admin fee / account holder | $4 | $70-94.3% | $3,139-99.9% | $95-95.8% |