Filed April 4, 2018 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,079 | $93,346-67.8% | $71,796-58.1% | $273,961-89.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 13.60% | 130.39%-116.8pp | 78.04%-64.4pp | 41.45%-27.9pp |
| Employer contribution / active EE | $4,586 | $2,733+67.8% | $1,924+138.3% | $4,869-5.8% |
| Participant deferral / active EE | $6,423 | $3,475+84.8% | $2,794+129.8% | $5,287+21.5% |
| Admin fee / account holder | $84 | $6,571-98.7% | $4,815-98.2% | $10,132-99.2% |