Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,461 | $70,587+150.0% | $124,672+41.5% | $85,850+105.5% |
| Participation rate | 97.8% | 64.4%+33.4pp | 74.6%+23.2pp | 69.3%+28.5pp |
| Annual return | 9.65% | 20688.83%-20679.2pp | 5142.93%-5133.3pp | 318.53%-308.9pp |
| Employer contribution / active EE | $24,156 | $1,913+1162.4% | $3,324+626.8% | $2,565+841.7% |
| Participant deferral / active EE | $11,456 | $2,969+285.9% | $4,614+148.3% | $3,952+189.9% |
| Admin fee / account holder | $83 | $5,282-98.4% | $7,493-98.9% | $6,260-98.7% |