Filed January 23, 2021
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,830 | $69,362-55.6% | $101,248-69.6% | $73,488-58.0% |
| Participation rate | 98.6% | 68.4%+30.2pp | 75.8%+22.8pp | 70.7%+27.9pp |
| Annual return | 27.19% | 18.46%+8.7pp | 46.47%-19.3pp | 28.51%-1.3pp |
| Employer contribution / active EE | $1,269 | $2,628-51.7% | $3,660-65.3% | $2,270-44.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.9% |