Filed January 12, 2016
Total covered: 12 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 | $220,107 | $57,354+283.8% | $83,848+162.5% | $64,186+242.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.02% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $14,419 | $2,545+466.5% | $3,631+297.1% | $2,381+505.6% |
| Participant deferral / active EE | $9,700 | $2,993+224.1% | $4,082+137.7% | $3,470+179.6% |
| Admin fee / account holder | $13,206 | $4,046+226.4% | $5,478+141.1% | $4,888+170.2% |