Filed March 29, 2022 (most recent of 4 filings on file)
Total covered: 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,744 | $100,041+7.7% | $149,718-28.0% | $70,131+53.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.87% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,296 | $3,662-10.0% | $5,445-39.5% | $2,342+40.7% |
| Participant deferral / active EE | $4,994 | $4,983+0.2% | $6,569-24.0% | $3,332+49.9% |
| Admin fee / account holder | $14,117 | $8,286+70.4% | $11,283+25.1% | $4,645+203.9% |