Filed March 22, 2021
Total covered: 21 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $37,117-31.9% | $147,614-82.9% | $55,191-54.2% |
| Participation rate | 95.0% | 63.6%+31.4pp | 84.6%+10.4pp | 69.2%+25.9pp |
| Annual return | 1.89% | 3.44%-1.5pp | 61.98%-60.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,862 | $1,985+44.1% | $4,895-41.5% | $3,046-6.1% |
| Admin fee / account holder | $5 | $86-94.0% | $11,611-100.0% | $91-94.3% |