Filed April 16, 2019
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 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 | $93,660 | $96,458-2.9% | $136,294-31.3% | $77,958+20.1% |
| Participation rate | 85.9% | 75.4%+10.6pp | 81.9%+4.0pp | 71.6%+14.3pp |
| Annual return | 16.51% | 23.78%-7.3pp | 5155.94%-5139.4pp | 20.87%-4.4pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,844 | $5,902+16.0% | $6,247+9.6% | $3,537+93.5% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |