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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,516 | $42,419-4.5% | $104,294-61.2% | $77,904-48.0% |
| Participation rate | 86.4% | 51.6%+34.8pp | 73.3%+13.1pp | 73.7%+12.7pp |
| Annual return | 1.94% | -11.16%+13.1pp | 24.61%-22.7pp | 12.21%-10.3pp |
| Employer contribution / active EE | $2,816 | $1,105+154.8% | $3,372-16.5% | $2,848-1.1% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $4,625-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $7,339-100.0% | $133-100.0% |