Filed June 20, 2022
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,574 | $51,769-17.8% | $57,343-25.8% | $52,331-18.6% |
| Participation rate | 72.9% | 75.2%-2.4pp | 75.1%-2.2pp | 68.1%+4.8pp |
| Annual return | -0.01% | 2.43%-2.4pp | 24.39%-24.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $554 | $2,335-76.3% | $2,689-79.4% | $1,882-70.5% |
| Participant deferral / active EE | $2,695 | $2,794-3.6% | $3,162-14.8% | $3,022-10.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |