Filed August 7, 2019 (most recent of 4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,401 | $138,347-67.2% | $184,203-75.4% | $80,856-43.8% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 14.12% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,861 | $4,850-61.6% | $6,427-71.0% | $2,755-32.4% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |