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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,312 | $125,758-7.5% | $169,993-31.6% | $75,163+54.7% |
| Participation rate | 84.9% | 83.6%+1.3pp | 87.0%-2.1pp | 67.2%+17.7pp |
| Annual return | 17.84% | 27.20%-9.4pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,321 | $4,615-49.7% | $6,785-65.8% | $2,670-13.1% |
| Participant deferral / active EE | $7,591 | $6,837+11.0% | $10,408-27.1% | $4,125+84.0% |
| Admin fee / account holder | $4 | $8,173-100.0% | $12,815-100.0% | $5,651-99.9% |