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 | $121,364 | $137,414-11.7% | $189,513-36.0% | $85,850+41.4% |
| Participation rate | 83.5% | 84.6%-1.1pp | 87.8%-4.3pp | 69.3%+14.2pp |
| Annual return | 18.80% | 38.14%-19.3pp | 555.15%-536.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $783 | $4,344-82.0% | $6,162-87.3% | $2,565-69.5% |
| Participant deferral / active EE | $5,991 | $6,260-4.3% | $8,221-27.1% | $3,952+51.6% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-99.9% |