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 | $119,082 | $99,957+19.1% | $149,696-20.5% | $73,488+62.0% |
| Participation rate | 98.8% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 8.10% | 53.87%-45.8pp | 276.60%-268.5pp | 28.51%-20.4pp |
| Employer contribution / active EE | $10,000 | $3,191+213.4% | $4,644+115.3% | $2,270+340.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |