Filed March 19, 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 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 | $130,766 | $122,239+7.0% | $184,203-29.0% | $74,495+75.5% |
| Participation rate | 89.5% | 85.5%+4.0pp | 86.8%+2.7pp | 67.2%+22.3pp |
| Annual return | 13.91% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,100 | $4,537-31.7% | $6,427-51.8% | $2,623+18.2% |
| Participant deferral / active EE | $6,637 | $7,139-7.0% | $9,131-27.3% | $4,346+52.7% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |