Filed April 22, 2024
Total covered: 135 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 | $35,688 | $74,188-51.9% | $115,756-69.2% | $64,808-44.9% |
| Participation rate | 99.7% | 76.2%+23.5pp | 77.1%+22.6pp | 71.5%+28.2pp |
| Annual return | -7.74% | -11.81%+4.1pp | 143.14%-150.9pp | 32.82%-40.6pp |
| Employer contribution / active EE | $3,587 | $3,365+6.6% | $3,793-5.4% | $2,506+43.2% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $28 | $148-81.5% | $8,124-99.7% | $188-85.4% |