Filed April 24, 2019
Total covered: 7 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,626 | $73,102+59.5% | $123,544-5.6% | $56,287+107.2% |
| Participation rate | 98.2% | 74.3%+23.9pp | 82.3%+15.9pp | 69.9%+28.3pp |
| Annual return | 40.31% | 3.01%+37.3pp | 119.20%-78.9pp | -9.96%+50.3pp |
| Employer contribution / active EE | $18,182 | $2,977+510.7% | $4,628+292.9% | $2,111+761.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-99.9% | $9,284-100.0% | $521-99.9% |