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 | $54,528 | $74,552-26.9% | $62,995-13.4% | $69,631-21.7% |
| Participation rate | 93.9% | 78.3%+15.7pp | 74.8%+19.1pp | 70.7%+23.3pp |
| Annual return | 13.70% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,521 | $2,974+18.4% | $3,329+5.8% | $3,224+9.2% |
| Admin fee / account holder | $6 | $59-90.4% | $3,600-99.8% | $110-94.8% |