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 | $158,860 | $86,897+82.8% | $151,611+4.8% | $64,808+145.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 87.5%-4.2pp | 71.5%+11.8pp |
| Annual return | -13.43% | -3.57%-9.9pp | 3.33%-16.8pp | 32.82%-46.2pp |
| Employer contribution / active EE | $4,678 | $4,010+16.7% | $6,166-24.1% | $2,506+86.7% |
| Participant deferral / active EE | $6,904 | $6,690+3.2% | $8,363-17.5% | $4,310+60.2% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |