Filed June 17, 2020 (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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,480 | $47,540+431.1% | $79,550+217.4% | $89,394+182.4% |
| Participation rate | 99.0% | 54.9%+44.1pp | 69.5%+29.5pp | 71.3%+27.7pp |
| Annual return | 13.49% | -8.05%+21.5pp | 0.16%+13.3pp | -11.89%+25.4pp |
| Employer contribution / active EE | $8,429 | $1,122+651.3% | $2,413+249.3% | $3,022+178.9% |
| Participant deferral / active EE | $5,129 | $1,961+161.5% | $3,985+28.7% | $5,123+0.1% |
| Admin fee / account holder | $0 | $59-100.0% | $6,832-100.0% | $79-100.0% |