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 | $249,656 | $164,350+51.9% | $95,952+160.2% | $106,222+135.0% |
| Participation rate | 99.1% | 90.5%+8.7pp | 77.1%+22.0pp | 70.8%+28.3pp |
| Annual return | 6.77% | 14.56%-7.8pp | 91.61%-84.8pp | 21.69%-14.9pp |
| Employer contribution / active EE | $6,313 | $4,292+47.1% | $2,541+148.4% | $2,723+131.8% |
| Participant deferral / active EE | $13,162 | $7,854+67.6% | $4,167+215.9% | $4,600+186.1% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |