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.
Annual investment return 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 | $57,651 | $53,345+8.1% | $121,098-52.4% | $74,419-22.5% |
| Participation rate | 80.1% | 60.0%+20.1pp | 69.5%+10.6pp | 70.7%+9.4pp |
| Annual return | 10.58% | 35.15%-24.6pp | 985.75%-975.2pp | 34.38%-23.8pp |
| Employer contribution / active EE | $1,271 | $1,898-33.1% | $4,164-69.5% | $2,637-51.8% |
| Participant deferral / active EE | $2,557 | $3,221-20.6% | $4,080-37.3% | $4,528-43.5% |
| Admin fee / account holder | $1 | $382-99.8% | $5,644-100.0% | $348-99.8% |