Filed October 1, 2021 (most recent of 2 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 | $25,250 | $60,989-58.6% | $60,874-58.5% | $66,914-62.3% |
| Participation rate | 97.0% | 74.5%+22.5pp | 73.1%+23.8pp | 69.8%+27.2pp |
| Annual return | -12.43% | -9.60%-2.8pp | 16.90%-29.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $4,371 | $2,661+64.3% | $2,701+61.8% | $2,544+71.8% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |