Filed July 11, 2023 (most recent of 3 filings on file)
Total covered: 2 employees
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.
Employer contribution per participant 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 | $72,984 | $94,529-22.8% | $140,016-47.9% | $64,186+13.7% |
| Participation rate | 84.9% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -3.03% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $736 | $3,812-80.7% | $5,606-86.9% | $2,381-69.1% |
| Participant deferral / active EE | $5,350 | $5,250+1.9% | $6,927-22.8% | $3,470+54.2% |
| Admin fee / account holder | $3 | $6,741-100.0% | $10,705-100.0% | $4,888-99.9% |