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 | $37,280 | $57,921-35.6% | $84,750-56.0% | $57,658-35.3% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 70.2%+28.7pp |
| Annual return | 20.00% | 10.24%+9.8pp | 22.78%-2.8pp | 5.13%+14.9pp |
| Employer contribution / active EE | $488 | $2,598-81.2% | $3,574-86.4% | $1,974-75.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |