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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,001 | $60,545-63.7% | $92,233-76.1% | $69,631-68.4% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.5%+21.4pp | 70.7%+27.2pp |
| Annual return | 6.28% | 19.71%-13.4pp | 176.28%-170.0pp | 27571.02%-27564.7pp |
| Employer contribution / active EE | $1,068 | $2,633-59.5% | $3,679-71.0% | $2,032-47.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |