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 | $20,970 | $56,443-62.8% | $83,848-75.0% | $55,725-62.4% |
| Participation rate | 97.6% | 72.0%+25.6pp | 76.1%+21.4pp | 70.9%+26.7pp |
| Annual return | 3.24% | 393.67%-390.4pp | 850.88%-847.6pp | 244.93%-241.7pp |
| Employer contribution / active EE | $690 | $2,682-74.3% | $3,631-81.0% | $2,078-66.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |