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 | $42,391 | $34,123+24.2% | $198,173-78.6% | $44,091-3.9% |
| Participation rate | 83.2% | 13.5%+69.7pp | 42.0%+41.1pp | 4.5%+78.7pp |
| Annual return | 17.45% | 10.93%+6.5pp | 10.16%+7.3pp | 13.95%+3.5pp |
| Employer contribution / active EE | $6,317 | $10,209-38.1% | $33,192-81.0% | $16,598-61.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $159 | $123+29.5% | $7,531-97.9% | $612-74.1% |