Filed April 4, 2018 (most recent of 2 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 8-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 | $54,744 | $38,989+40.4% | $117,039-53.2% | $77,958-29.8% |
| Participation rate | 90.8% | 57.0%+33.8pp | 77.2%+13.6pp | 71.6%+19.1pp |
| Annual return | 0.00% | 20.61%-20.6pp | 18.95%-18.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $7,483 | $1,026+629.1% | $3,785+97.7% | $2,310+223.9% |
| Participant deferral / active EE | $0 | $1,621-100.0% | $3,929-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $5,974-100.0% | $97-100.0% |