Filed November 26, 2021 (most recent of 5 filings on file)
Total covered: 68 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,060 | $111,491+93.8% | $189,513+14.0% | $86,799+148.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.2pp |
| Annual return | 18.13% | 83.50%-65.4pp | 555.15%-537.0pp | 97.91%-79.8pp |
| Employer contribution / active EE | $4,880 | $3,951+23.5% | $6,162-20.8% | $2,405+102.9% |
| Participant deferral / active EE | $7,347 | $6,437+14.1% | $8,221-10.6% | $4,131+77.8% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |