Filed September 18, 2019 (most recent of 4 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 | $157,488 | $168,231-6.4% | $67,834+132.2% | $63,975+146.2% |
| Participation rate | 98.7% | 66.8%+31.8pp | 68.8%+29.9pp | 71.1%+27.5pp |
| Annual return | 41.83% | 11.76%+30.1pp | 138.47%-96.6pp | 48.65%-6.8pp |
| Employer contribution / active EE | $5,255 | $1,907+175.5% | $2,403+118.6% | $2,182+140.8% |
| Participant deferral / active EE | $7,211 | $2,827+155.1% | $3,160+128.2% | $3,356+114.8% |
| Admin fee / account holder | -$18 | $81-122.3% | $4,622-100.4% | $70-125.5% |