Filed December 17, 2020
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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,756 | $64,707-21.6% | $112,228-54.8% | $68,494-25.9% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | -22.16% | -11.40%-10.8pp | 27.45%-49.6pp | -7.84%-14.3pp |
| Employer contribution / active EE | $167 | $2,746-93.9% | $3,635-95.4% | $2,596-93.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |