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 | $26,691 | $77,660-65.6% | $109,143-75.5% | $79,386-66.4% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.1pp | 70.7%+27.3pp |
| Annual return | 14.47% | 23.44%-9.0pp | 25.75%-11.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,619 | $2,797-42.1% | $3,722-56.5% | $2,427-33.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |