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 | $549,947-100.0% | $177,821-100.0% | - |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.7%-87.7pp | - |
| Annual return | 0.00% | 10.27%-10.3pp | 48.32%-48.3pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,918-100.0% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,427-100.0% | - |