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 | $42,140 | $95,542-55.9% | $69,455-39.3% | $67,579-37.6% |
| Participation rate | 89.0% | 79.4%+9.7pp | 74.6%+14.4pp | 71.3%+17.8pp |
| Annual return | 16.68% | 17.67%-1.0pp | 28.97%-12.3pp | 378.56%-361.9pp |
| Employer contribution / active EE | $441 | $2,989-85.2% | $2,779-84.1% | $2,148-79.5% |
| Participant deferral / active EE | $1,854 | $3,263-43.2% | $3,535-47.6% | $3,539-47.6% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |