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 8-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 | $116,574 | $88,581+31.6% | $74,183+57.1% | $65,292+78.5% |
| Participation rate | 86.7% | 86.2%+0.5pp | 76.6%+10.1pp | 72.4%+14.3pp |
| Annual return | 6.27% | 11.72%-5.4pp | 17.74%-11.5pp | 11.84%-5.6pp |
| Employer contribution / active EE | $1,528 | $3,021-49.4% | $2,370-35.5% | $2,302-33.6% |
| Participant deferral / active EE | $5,743 | $4,898+17.2% | $3,550+61.8% | $3,579+60.5% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |