Filed May 25, 2021
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $747 | $59,417-98.7% | $93,606-99.2% | $74,495-99.0% |
| Participation rate | 97.3% | 59.7%+37.6pp | 68.7%+28.6pp | 67.2%+30.1pp |
| Annual return | -103.78% | 81.83%-185.6pp | 133.20%-237.0pp | 1364.94%-1468.7pp |
| Employer contribution / active EE | $6,438 | $1,264+409.5% | $2,420+166.0% | $2,623+145.4% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |