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 | $40,796 | $92,971-56.1% | $96,683-57.8% | $74,419-45.2% |
| Participation rate | 97.6% | 71.5%+26.1pp | 74.3%+23.3pp | 70.7%+26.9pp |
| Annual return | 37.11% | 37.49%-0.4pp | 35.69%+1.4pp | 34.38%+2.7pp |
| Employer contribution / active EE | $2,397 | $3,426-30.0% | $3,737-35.8% | $2,637-9.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |