Filed February 5, 2020
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 6-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.
See 1 actuary disclosure. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,265 | $28,491+23.8% | $219,466-83.9% | $49,677-29.0% |
| Participation rate | 84.2% | 13.4%+70.8pp | 44.6%+39.6pp | 3.6%+80.5pp |
| Annual return | 7.81% | 45.66%-37.9pp | 5.00%+2.8pp | 11.88%-4.1pp |
| Employer contribution / active EE | $6,026 | $9,637-37.5% | $35,918-83.2% | $14,612-58.8% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $177 | $118+50.1% | $13,204-98.7% | $637-72.3% |