Filed April 27, 2022 (most recent of 2 filings on file)
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,387 | $30,979-63.2% | $67,711-83.2% | $59,188-80.8% |
| Participation rate | 96.0% | 40.5%+55.5pp | 67.5%+28.5pp | 69.4%+26.6pp |
| Annual return | 24.78% | -1.74%+26.5pp | 25.41%-0.6pp | 5.51%+19.3pp |
| Employer contribution / active EE | $46 | $807-94.3% | $2,559-98.2% | $2,098-97.8% |
| Participant deferral / active EE | $0 | $1,603-100.0% | $3,585-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $4,255-100.0% | $92-100.0% |