Filed July 22, 2021
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,311 | $67,166-43.0% | $57,343-33.2% | $55,191-30.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 69.2%+20.8pp |
| Annual return | 3.47% | 4.22%-0.7pp | 24.39%-20.9pp | 10.78%-7.3pp |
| Employer contribution / active EE | $1 | $2,812-100.0% | $2,689-100.0% | $1,899-99.9% |
| Participant deferral / active EE | $1,707 | $2,835-39.8% | $3,162-46.0% | $3,046-44.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |