Filed February 19, 2019 (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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,160 | $50,498-58.1% | $75,781-72.1% | $55,191-61.7% |
| Participation rate | 95.7% | 69.4%+26.3pp | 75.8%+19.9pp | 69.2%+26.5pp |
| Annual return | 54.68% | 1.80%+52.9pp | 9.68%+45.0pp | 10.78%+43.9pp |
| Employer contribution / active EE | $588 | $2,291-74.3% | $3,323-82.3% | $1,899-69.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |