Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,879-100.0% | $149,718-100.0% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 0.00% | 8.05%-8.1pp | 1501.63%-1501.6pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,283-100.0% | - |