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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,083 | $168,231-84.5% | $67,834-61.5% | $63,975-59.2% |
| Participation rate | 97.3% | 66.8%+30.5pp | 68.8%+28.5pp | 71.1%+26.2pp |
| Annual return | 33.28% | 11.76%+21.5pp | 138.47%-105.2pp | 48.65%-15.4pp |
| Employer contribution / active EE | $4,386 | $1,907+129.9% | $2,403+82.5% | $2,182+101.0% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$4 | $81-105.4% | $4,622-100.1% | $70-106.2% |