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 | $106,359 | $123,793-14.1% | $177,821-40.2% | $79,858+33.2% |
| Participation rate | 80.7% | 84.7%-4.0pp | 87.7%-7.0pp | 69.6%+11.0pp |
| Annual return | 13.50% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $761 | $4,095-81.4% | $5,918-87.1% | $2,471-69.2% |
| Participant deferral / active EE | $5,657 | $5,956-5.0% | $7,714-26.7% | $3,740+51.3% |
| Admin fee / account holder | $4 | $7,243-99.9% | $12,427-100.0% | $5,306-99.9% |