Filed March 2, 2022 (most recent of 4 filings on file)
Total covered: 14 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 | $79,283 | $65,703+20.7% | $94,224-15.9% | $59,632+33.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 32.53% | 5.22%+27.3pp | 10.68%+21.8pp | 2041.28%-2008.8pp |
| Employer contribution / active EE | $2,121 | $2,021+5.0% | $3,587-40.9% | $2,203-3.7% |
| Participant deferral / active EE | $5,874 | $3,143+86.9% | $4,320+36.0% | $3,192+84.0% |
| Admin fee / account holder | $518 | $4,264-87.8% | $6,269-91.7% | $4,297-87.9% |