Filed January 24, 2022 (most recent of 2 filings on file)
Total covered: 15 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 | $136,143 | $103,966+30.9% | $112,887+20.6% | $75,163+81.1% |
| Participation rate | 96.6% | 75.7%+20.9pp | 80.5%+16.0pp | 67.2%+29.4pp |
| Annual return | 21.08% | 24.54%-3.5pp | 34.10%-13.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,861 | $3,870+51.4% | $4,563+28.4% | $2,670+119.5% |
| Participant deferral / active EE | $7,892 | $5,456+44.7% | $6,513+21.2% | $4,125+91.3% |
| Admin fee / account holder | $10,946 | $7,663+42.8% | $7,047+55.3% | $5,651+93.7% |