Filed July 22, 2021 (most recent of 4 filings on file)
Total covered: 10 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,910 | $123,793-67.8% | $177,821-77.6% | $79,858-50.0% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 15.61% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,063 | $4,095-49.6% | $5,918-65.1% | $2,471-16.5% |
| Participant deferral / active EE | $2,588 | $5,956-56.5% | $7,714-66.4% | $3,740-30.8% |
| Admin fee / account holder | $3,180 | $7,243-56.1% | $12,427-74.4% | $5,306-40.1% |