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 | $149,145 | $91,407+63.2% | $135,903+9.7% | $71,457+108.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 37.16% | 29.90%+7.3pp | 68.23%-31.1pp | 28.85%+8.3pp |
| Employer contribution / active EE | $9,023 | $3,703+143.6% | $4,856+85.8% | $2,588+248.7% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |