Filed November 13, 2015
Total covered: 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,118 | $85,766+42.4% | $136,294-10.4% | $70,131+74.1% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 12.46% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,027 | $2,966+35.8% | $4,695-14.2% | $2,342+71.9% |
| Participant deferral / active EE | $3,327 | $5,051-34.1% | $6,247-46.7% | $3,332-0.1% |
| Admin fee / account holder | $10,326 | $5,420+90.5% | $9,243+11.7% | $4,645+122.3% |