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 | $139,046 | $201,272-30.9% | $184,203-24.5% | $145,922-4.7% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 13.32% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $11,522 | $7,022+64.1% | $6,427+79.3% | $4,660+147.3% |
| Participant deferral / active EE | $5,239 | $9,806-46.6% | $9,131-42.6% | $6,688-21.7% |
| Admin fee / account holder | $28,484 | $16,364+74.1% | $13,901+104.9% | $13,397+112.6% |