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 | $61,467 | $65,241-5.8% | $126,539-51.4% | $85,563-28.2% |
| Participation rate | 87.0% | 48.6%+38.3pp | 69.8%+17.1pp | 66.0%+21.0pp |
| Annual return | 10.30% | 42.19%-31.9pp | 425.95%-415.6pp | 31.51%-21.2pp |
| Employer contribution / active EE | $3,046 | $1,937+57.2% | $3,674-17.1% | $2,654+14.8% |
| Participant deferral / active EE | $3,462 | $3,032+14.2% | $4,083-15.2% | $4,375-20.9% |
| Admin fee / account holder | $1 | $1,031-99.9% | $6,065-100.0% | $834-99.9% |