Filed March 15, 2021 (most recent of 3 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 | $115,660 | $64,707+78.7% | $112,228+3.1% | $68,494+68.9% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | 0.26% | -11.40%+11.7pp | 27.45%-27.2pp | -7.84%+8.1pp |
| Employer contribution / active EE | $5,478 | $2,746+99.5% | $3,635+50.7% | $2,596+111.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |