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 | $52,586 | $32,320+62.7% | $428,620-87.7% | $46,244+13.7% |
| Participation rate | 80.9% | 16.9%+64.0pp | 46.0%+34.8pp | 2.8%+78.1pp |
| Annual return | 10.25% | 12.96%-2.7pp | 20.73%-10.5pp | 16.32%-6.1pp |
| Employer contribution / active EE | $6,768 | $12,913-47.6% | $36,500-81.5% | $17,007-60.2% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $153 | $89+72.3% | $7,495-98.0% | $127+20.0% |