Filed May 10, 2018 (most recent of 3 filings on file)
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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,164 | $65,365-40.1% | $92,893-57.8% | $72,985-46.3% |
| Participation rate | 92.2% | 68.3%+23.9pp | 76.0%+16.2pp | 69.5%+22.7pp |
| Annual return | 26.01% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,274 | $2,594-12.4% | $3,653-37.8% | $2,440-6.8% |
| Participant deferral / active EE | $6,072 | $3,128+94.1% | $4,236+43.3% | $3,607+68.3% |
| Admin fee / account holder | $209 | $4,251-95.1% | $5,794-96.4% | $5,124-95.9% |