Filed May 17, 2024 (most recent of 2 filings on file)
Total covered: 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,282 | $197,591-69.5% | $177,821-66.1% | $158,922-62.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.94% | 58.76%-50.8pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $6,395 | $6,697-4.5% | $5,918+8.1% | $4,761+34.3% |
| Participant deferral / active EE | $811 | $8,405-90.4% | $7,714-89.5% | $5,982-86.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |