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 | $162,141 | $81,460+99.0% | $103,333+56.9% | $80,856+100.5% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.6%+31.2pp |
| Annual return | 19.44% | 25.55%-6.1pp | 24.88%-5.4pp | 35.59%-16.2pp |
| Employer contribution / active EE | $7,494 | $3,105+141.3% | $3,868+93.7% | $2,755+172.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |