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.
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 | $64,908 | $138,347-53.1% | $184,203-64.8% | $80,856-19.7% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,052 | $4,850-37.1% | $6,427-52.5% | $2,755+10.8% |
| Participant deferral / active EE | $3,533 | $7,071-50.0% | $9,131-61.3% | $4,296-17.8% |
| Admin fee / account holder | $5,706 | $10,483-45.6% | $13,901-59.0% | $6,918-17.5% |