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.
Annual investment return 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 | $38,117 | $47,278-19.4% | $124,672-69.4% | $93,030-59.0% |
| Participation rate | 89.4% | 51.1%+38.4pp | 74.6%+14.8pp | 73.9%+15.5pp |
| Annual return | -21.10% | 15.27%-36.4pp | 5142.93%-5164.0pp | 158.70%-179.8pp |
| Employer contribution / active EE | $2,747 | $937+193.1% | $3,324-17.4% | $2,706+1.5% |
| Participant deferral / active EE | $0 | $1,786-100.0% | $4,614-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,493-100.0% | $152-100.0% |