Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,908 | $185,342-94.7% | $111,297-91.1% | $86,799-88.6% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 0.00% | 500.80%-500.8pp | 54.65%-54.7pp | 97.91%-97.9pp |
| Employer contribution / active EE | $7,950 | $2,246+253.9% | $2,731+191.1% | $2,405+230.5% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |