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 | $171,749 | $57,606+198.1% | $67,313+155.2% | $75,289+128.1% |
| Participation rate | 98.8% | 68.2%+30.6pp | 69.1%+29.7pp | 72.4%+26.4pp |
| Annual return | 15.50% | -0.47%+16.0pp | -4.08%+19.6pp | -0.04%+15.5pp |
| Employer contribution / active EE | $5,713 | $2,206+158.9% | $2,566+122.7% | $2,405+137.5% |
| Participant deferral / active EE | $7,936 | $3,195+148.4% | $3,568+122.4% | $3,739+112.3% |
| Admin fee / account holder | -$23 | $83-127.8% | $4,507-100.5% | $102-122.5% |