Filed October 21, 2021 (most recent of 3 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,000 | $89,808+160.6% | $100,391+133.1% | $77,643+201.4% |
| Participation rate | 99.2% | 81.2%+18.0pp | 81.5%+17.8pp | 70.6%+28.7pp |
| Annual return | 8.15% | 20.62%-12.5pp | 49.20%-41.0pp | 31.24%-23.1pp |
| Employer contribution / active EE | $6,891 | $3,039+126.8% | $3,942+74.8% | $2,726+152.8% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,082-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,899-100.0% | $430-100.0% |