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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,786 | $127,796+68.1% | $76,768+179.8% | $73,367+192.8% |
| Participation rate | 93.6% | 88.2%+5.4pp | 77.0%+16.6pp | 69.5%+24.1pp |
| Annual return | -5.54% | -2.31%-3.2pp | 2.43%-8.0pp | 173.45%-179.0pp |
| Employer contribution / active EE | $2,200 | $3,931-44.0% | $2,485-11.5% | $2,499-12.0% |
| Participant deferral / active EE | $10,264 | $6,924+48.2% | $3,852+166.5% | $4,033+154.5% |
| Admin fee / account holder | $0 | $66-100.0% | $6,675-100.0% | $68-100.0% |