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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,933 | $96,261+20.4% | $76,768+51.0% | $68,904+68.3% |
| Participation rate | 92.1% | 87.0%+5.1pp | 77.0%+15.1pp | 74.1%+18.0pp |
| Annual return | -1.77% | -0.85%-0.9pp | 2.43%-4.2pp | 1.07%-2.8pp |
| Employer contribution / active EE | $1,653 | $3,303-50.0% | $2,485-33.5% | $2,540-34.9% |
| Participant deferral / active EE | $5,872 | $5,537+6.0% | $3,852+52.5% | $4,015+46.2% |
| Admin fee / account holder | $0 | $73-100.0% | $6,675-100.0% | $71-100.0% |