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 | $51,406 | $50,287+2.2% | $112,229-54.2% | $80,160-35.9% |
| Participation rate | 86.9% | 52.9%+34.0pp | 72.4%+14.5pp | 72.9%+14.0pp |
| Annual return | 22.51% | 19.72%+2.8pp | 30.20%-7.7pp | 40.38%-17.9pp |
| Employer contribution / active EE | $2,822 | $1,211+133.1% | $3,430-17.7% | $2,978-5.2% |
| Participant deferral / active EE | $0 | $2,265-100.0% | $4,798-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $7,748-100.0% | $145-100.0% |