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 | $279,409 | $171,796+62.6% | $111,297+151.0% | $106,520+162.3% |
| Participation rate | 98.4% | 88.6%+9.9pp | 77.3%+21.1pp | 71.3%+27.1pp |
| Annual return | 14.83% | 18.62%-3.8pp | 54.65%-39.8pp | 19.28%-4.5pp |
| Employer contribution / active EE | $5,452 | $4,687+16.3% | $2,731+99.6% | $2,840+92.0% |
| Participant deferral / active EE | $11,644 | $7,845+48.4% | $4,487+159.5% | $4,948+135.3% |
| Admin fee / account holder | $0 | $69-100.0% | $7,964-100.0% | $75-100.0% |