Filed January 2, 2020 (most recent of 3 filings on file)
Total covered: 2 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 | $195,219 | $102,966+89.6% | $90,281+116.2% | $152,861+27.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.96% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $8,810 | $3,139+180.7% | $2,854+208.7% | $4,762+85.0% |
| Participant deferral / active EE | $9,678 | $4,281+126.0% | $3,885+149.1% | $5,850+65.4% |
| Admin fee / account holder | $17,005 | $6,171+175.6% | $5,351+217.8% | $11,596+46.6% |