Filed August 11, 2021 (most recent of 2 filings on file)
Total covered: 9 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 | $109,342 | $65,908+65.9% | $81,812+33.7% | $77,643+40.8% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.3%+26.9pp | 70.6%+28.7pp |
| Annual return | 14.59% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $4,970 | $2,370+109.7% | $2,912+70.7% | $2,726+82.3% |
| Participant deferral / active EE | $6,844 | $3,505+95.2% | $4,319+58.5% | $4,647+47.3% |
| Admin fee / account holder | $114 | $526-78.3% | $7,386-98.5% | $430-73.5% |