Filed April 29, 2020 (most recent of 7 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 5-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 | $36,280 | $50,464-28.1% | $75,781-52.1% | $52,331-30.7% |
| Participation rate | 99.6% | 66.8%+32.8pp | 75.8%+23.8pp | 68.1%+31.5pp |
| Annual return | 3.89% | 1.03%+2.9pp | 9.68%-5.8pp | 4.54%-0.7pp |
| Employer contribution / active EE | $4,698 | $1,988+136.3% | $3,323+41.4% | $1,882+149.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |