Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 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.
Annual investment return 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 | $239,688 | $136,209+76.0% | $82,313+191.2% | $80,976+196.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 76.9%+16.0pp | 68.3%+24.7pp |
| Annual return | 13.30% | 21.54%-8.2pp | 25.88%-12.6pp | 22.91%-9.6pp |
| Employer contribution / active EE | $2,011 | $3,633-44.7% | $2,428-17.2% | $2,402-16.3% |
| Participant deferral / active EE | $9,563 | $6,693+42.9% | $3,706+158.0% | $3,848+148.5% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |