Filed July 8, 2022 (most recent of 5 filings on file)
Total covered: 10 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 4-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,604 | $72,254-41.0% | $86,677-50.8% | $64,808-34.3% |
| Participation rate | 98.3% | 80.4%+17.9pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | 400.13% | 392.42%+7.7pp | 35.91%+364.2pp | 32.82%+367.3pp |
| Employer contribution / active EE | $8,691 | $2,393+263.2% | $2,836+206.4% | $2,506+246.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |