Filed March 26, 2019
Total covered: 45 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,529 | $88,890+187.5% | $102,423+149.5% | $77,643+229.1% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.7pp |
| Annual return | 10.37% | 24.98%-14.6pp | 29.32%-19.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $19,068 | $2,698+606.8% | $3,023+530.7% | $2,726+599.5% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $37 | $235-84.2% | $9,451-99.6% | $430-91.4% |