Filed January 22, 2020
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 6-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,544 | $79,013+0.7% | $100,391-20.8% | $74,495+6.8% |
| Participation rate | 98.2% | 79.5%+18.8pp | 81.5%+16.8pp | 67.2%+31.0pp |
| Annual return | 104.40% | 20.41%+84.0pp | 49.20%+55.2pp | 1364.94%-1260.5pp |
| Employer contribution / active EE | $5,036 | $3,021+66.7% | $3,942+27.8% | $2,623+92.0% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |