Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,168 | $49,173+2.0% | $121,098-58.6% | $75,163-33.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 19.14% | 55.99%-36.9pp | 985.75%-966.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,274 | $1,546+47.1% | $4,164-45.4% | $2,670-14.8% |
| Participant deferral / active EE | $3,189 | $2,628+21.4% | $4,080-21.8% | $4,125-22.7% |
| Admin fee / account holder | $775 | $3,942-80.3% | $5,644-86.3% | $5,651-86.3% |