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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,178 | $143,368+85.0% | $87,100+204.5% | $89,569+196.1% |
| Participation rate | 96.3% | 88.2%+8.1pp | 76.9%+19.5pp | 69.6%+26.8pp |
| Annual return | 44.10% | 28.55%+15.5pp | 28.19%+15.9pp | 34.56%+9.5pp |
| Employer contribution / active EE | $2,703 | $4,012-32.6% | $2,521+7.2% | $2,584+4.6% |
| Participant deferral / active EE | $11,275 | $7,129+58.2% | $4,049+178.5% | $4,220+167.2% |
| Admin fee / account holder | $0 | $61-100.0% | $7,497-100.0% | $72-100.0% |