Filed November 17, 2021
Total covered: 44 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,785 | $63,138-33.8% | $96,562-56.7% | - |
| Participation rate | 100.0% | 51.5%+48.5pp | 69.8%+30.2pp | - |
| Annual return | 32.79% | 9.15%+23.6pp | 37.78%-5.0pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,356-100.0% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $0 | $3,542-100.0% | $6,181-100.0% | - |