Filed December 30, 2022 (most recent of 2 filings on file)
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 3-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,362 | $37,134+108.3% | $100,671-23.2% | $52,331+47.8% |
| Participation rate | 37.1% | 57.7%-20.5pp | 70.7%-33.6pp | 68.1%-31.0pp |
| Annual return | 3.34% | 0.10%+3.2pp | 20.43%-17.1pp | 4.54%-1.2pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,508 | $2,163+15.9% | $3,144-20.2% | $3,022-17.0% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |