Filed July 13, 2022 (most recent of 2 filings on file)
Total covered: 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,157 | $54,350+279.3% | $82,719+149.2% | $68,494+201.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,849 | $2,218-16.6% | $3,009-38.5% | $2,596-28.8% |
| Participant deferral / active EE | $9,282 | $3,246+186.0% | $4,395+111.2% | $4,027+130.5% |
| Admin fee / account holder | $10,273 | $4,395+133.7% | $5,329+92.8% | $5,403+90.1% |