Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,837 | $73,367+192.8% | $106,387+101.9% | $73,367+192.8% |
| Participation rate | 98.3% | 69.5%+28.8pp | 77.5%+20.8pp | 69.5%+28.8pp |
| Annual return | 0.00% | 173.45%-173.5pp | 0.25%-0.3pp | 173.45%-173.5pp |
| Employer contribution / active EE | $6,835 | $2,499+173.5% | $3,520+94.2% | $2,499+173.5% |
| Participant deferral / active EE | $8,886 | $4,033+120.4% | $5,421+63.9% | $4,033+120.4% |
| Admin fee / account holder | $0 | $68-100.0% | $7,510-100.0% | $68-100.0% |