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 | $102,006 | $110,094-7.3% | $151,611-32.7% | $68,494+48.9% |
| Participation rate | 84.3% | 84.0%+0.3pp | 87.5%-3.2pp | 67.9%+16.4pp |
| Annual return | -17.37% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,063 | $4,471-76.2% | $6,166-82.8% | $2,596-59.1% |
| Participant deferral / active EE | $6,960 | $6,527+6.6% | $8,363-16.8% | $4,027+72.8% |
| Admin fee / account holder | $4 | $7,719-99.9% | $11,616-100.0% | $5,403-99.9% |