Filed December 5, 2022
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,271 | $82,664-48.9% | $125,339-66.3% | $68,494-38.3% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | 4.55% | -5.97%+10.5pp | 572.05%-567.5pp | -7.84%+12.4pp |
| Employer contribution / active EE | $10,214 | $3,381+202.1% | $4,814+112.2% | $2,596+293.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |