Filed June 28, 2018
Total covered: 23 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,854 | $167,484-67.2% | $151,611-63.8% | $134,475-59.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.51% | 7.80%-32.3pp | 3.33%-27.8pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,112 | $6,829-83.7% | $6,166-82.0% | $4,740-76.5% |
| Participant deferral / active EE | $3,292 | $8,986-63.4% | $8,363-60.6% | $6,400-48.6% |
| Admin fee / account holder | $3,768 | $13,783-72.7% | $11,616-67.6% | $11,426-67.0% |