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 | $171,575 | $100,227+71.2% | $169,993+0.9% | $74,419+130.6% |
| Participation rate | 87.2% | 87.3%-0.1pp | 87.0%+0.2pp | 70.7%+16.5pp |
| Annual return | 18.14% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,983 | $4,263+16.9% | $6,785-26.6% | $2,637+88.9% |
| Participant deferral / active EE | $7,386 | $7,143+3.4% | $10,408-29.0% | $4,528+63.1% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |