Filed January 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,184 | $88,122-64.6% | $141,162-77.9% | $67,579-53.9% |
| Participation rate | 99.5% | 76.5%+23.0pp | 82.5%+17.0pp | 71.3%+28.2pp |
| Annual return | 153.79% | 75.40%+78.4pp | 71.39%+82.4pp | 378.56%-224.8pp |
| Employer contribution / active EE | $4,397 | $3,224+36.4% | $4,735-7.1% | $2,148+104.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $131-98.4% | $10,261-100.0% | $142-98.5% |