Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 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 | $226,149 | $138,331+63.5% | $86,677+160.9% | $89,394+153.0% |
| Participation rate | 80.0% | 88.9%-8.9pp | 76.6%+3.4pp | 71.3%+8.7pp |
| Annual return | -14.32% | -11.72%-2.6pp | 35.91%-50.2pp | -11.89%-2.4pp |
| Employer contribution / active EE | $6,447 | $4,812+34.0% | $2,836+127.3% | $3,022+113.3% |
| Participant deferral / active EE | $10,612 | $8,027+32.2% | $4,656+127.9% | $5,123+107.1% |
| Admin fee / account holder | $1 | $64-98.5% | $7,493-100.0% | $79-98.8% |