Filed June 29, 2021 (most recent of 2 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 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,769 | $137,414+16.3% | $189,513-15.7% | $85,850+86.1% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 14.04% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $5,866 | $4,344+35.0% | $6,162-4.8% | $2,565+128.7% |
| Participant deferral / active EE | $4,879 | $6,260-22.1% | $8,221-40.7% | $3,952+23.5% |
| Admin fee / account holder | $4,152 | $8,630-51.9% | $12,045-65.5% | $6,260-33.7% |