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 | $122,577 | $100,921+21.5% | $82,313+48.9% | $177,276-30.9% |
| Participation rate | 91.1% | 86.9%+4.2pp | 76.9%+14.2pp | 74.8%+16.3pp |
| Annual return | 9.17% | 20.33%-11.2pp | 25.88%-16.7pp | 21.25%-12.1pp |
| Employer contribution / active EE | $1,458 | $3,145-53.6% | $2,428-40.0% | $2,479-41.2% |
| Participant deferral / active EE | $5,519 | $5,192+6.3% | $3,706+48.9% | $3,881+42.2% |
| Admin fee / account holder | $0 | $64-100.0% | $5,608-100.0% | $154-100.0% |