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 | $79,576 | $214,378-62.9% | $200,582-60.3% | $142,382-44.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.28% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,321 | $6,841-51.5% | $6,419-48.3% | $4,299-22.7% |
| Participant deferral / active EE | $4,769 | $9,865-51.7% | $9,331-48.9% | $6,507-26.7% |
| Admin fee / account holder | $1,459 | $17,692-91.8% | $16,305-91.0% | $12,624-88.4% |