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 | $89,260 | $109,359-18.4% | $162,163-45.0% | $72,985+22.3% |
| Participation rate | 81.8% | 84.3%-2.4pp | 87.6%-5.7pp | 69.5%+12.3pp |
| Annual return | 19.74% | 25.46%-5.7pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $721 | $3,907-81.5% | $5,614-87.2% | $2,440-70.4% |
| Participant deferral / active EE | $5,273 | $5,481-3.8% | $7,298-27.7% | $3,607+46.2% |
| Admin fee / account holder | $6 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |