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 | $153,499 | $98,727+55.5% | $113,168+35.6% | $85,563+79.4% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.1pp | 66.0%+33.7pp |
| Annual return | 13.25% | 17.43%-4.2pp | 24.27%-11.0pp | 31.51%-18.3pp |
| Employer contribution / active EE | $10,325 | $2,907+255.2% | $2,975+247.0% | $2,654+289.1% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |