Filed November 2, 2022
Total covered: 34 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,580 | $98,652-50.8% | $142,942-66.0% | $82,448-41.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 45.73% | 22.65%+23.1pp | 113.70%-68.0pp | 41.64%+4.1pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $8,078-100.0% | $12,475-100.0% | $7,234-100.0% |