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 | $136,188 | $208,526-34.7% | $96,683+40.9% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 19.85% | 18.23%+1.6pp | 35.69%-15.8pp | - |
| Employer contribution / active EE | $5,432 | $2,182+148.9% | $3,737+45.4% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,878-100.0% | - |
| Admin fee / account holder | $0 | $13,060-100.0% | $6,730-100.0% | - |