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 | $150,405 | $89,698+67.7% | $103,476+45.4% | $80,856+86.0% |
| Participation rate | 96.8% | 76.0%+20.8pp | 80.5%+16.3pp | 67.6%+29.1pp |
| Annual return | 13.71% | 22.78%-9.1pp | 23.90%-10.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,366 | $4,018+58.4% | $4,672+36.3% | $2,755+131.1% |
| Participant deferral / active EE | $8,991 | $5,456+64.8% | $6,623+35.8% | $4,296+109.3% |
| Admin fee / account holder | $5,027 | $6,768-25.7% | $9,413-46.6% | $6,918-27.3% |