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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,556 | $89,652+25.5% | $141,162-20.3% | $65,185+72.7% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.3pp | 70.2%+28.6pp |
| Annual return | -11.04% | 32.79%-43.8pp | 71.39%-82.4pp | 29.38%-40.4pp |
| Employer contribution / active EE | $14,815 | $3,065+383.4% | $4,735+212.9% | $2,177+580.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |