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 | $104,340 | $99,078+5.3% | $96,544+8.1% | $74,419+40.2% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.1pp | 70.7%+28.3pp |
| Annual return | 124.89% | 22.48%+102.4pp | 25.84%+99.1pp | 34.38%+90.5pp |
| Employer contribution / active EE | $18,033 | $2,570+601.6% | $2,965+508.2% | $2,637+583.8% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |