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 | $117,177 | $138,347-15.3% | $184,203-36.4% | $80,856+44.9% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.3pp | 67.6%+12.9pp |
| Annual return | 17.59% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,870 | $4,850-40.8% | $6,427-55.3% | $2,755+4.2% |
| Participant deferral / active EE | $7,338 | $7,071+3.8% | $9,131-19.6% | $4,296+70.8% |
| Admin fee / account holder | $2 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |