Filed November 27, 2018
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 8-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 | $61,473 | $44,221+39.0% | $121,196-49.3% | $56,287+9.2% |
| Participation rate | 83.6% | 61.1%+22.5pp | 71.7%+11.8pp | 69.9%+13.7pp |
| Annual return | 0.00% | -3.58%+3.6pp | 16.93%-16.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $635 | $1,480-57.1% | $4,022-84.2% | $2,111-69.9% |
| Participant deferral / active EE | $1,075 | $2,521-57.3% | $3,344-67.8% | $3,350-67.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |