Filed January 12, 2021
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,642 | $55,002-37.0% | $59,878-42.1% | $56,287-38.5% |
| Participation rate | 73.4% | 75.9%-2.5pp | 74.7%-1.3pp | 69.9%+3.5pp |
| Annual return | 9.99% | 1.13%+8.9pp | 3.46%+6.5pp | -9.96%+19.9pp |
| Employer contribution / active EE | $2,337 | $2,448-4.5% | $2,722-14.1% | $2,111+10.7% |
| Participant deferral / active EE | $2,068 | $3,121-33.7% | $3,402-39.2% | $3,350-38.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |