Filed June 24, 2022
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,587 | $100,801-77.6% | $149,696-84.9% | $73,409-69.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 82.5%+5.0pp | 72.2%+15.3pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $8,251 | $3,312+149.2% | $4,644+77.7% | $2,234+269.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |