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 | $149,489 | $96,635+54.7% | $86,612+72.6% | $139,434+7.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.88% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $11,526 | $3,263+253.2% | $3,022+281.4% | $4,751+142.6% |
| Participant deferral / active EE | $10,979 | $4,836+127.0% | $4,438+147.4% | $6,710+63.6% |
| Admin fee / account holder | $763 | $6,408-88.1% | $5,614-86.4% | $11,403-93.3% |