Filed July 21, 2021
Total covered: 2 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,027 | $62,928-1.4% | $172,739-64.1% | $67,579-8.2% |
| Participation rate | 99.5% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 4.83% | 30.36%-25.5pp | 802.84%-798.0pp | 378.56%-373.7pp |
| Employer contribution / active EE | $7,559 | $1,636+362.0% | $5,143+47.0% | $2,148+251.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $10 | $167-94.0% | $13,954-99.9% | $142-93.0% |