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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,358 | $54,320+233.9% | $67,652+168.1% | $52,331+246.6% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.7pp | 68.1%+31.2pp |
| Annual return | 108.95% | 6.81%+102.1pp | 6625.04%-6516.1pp | 4.54%+104.4pp |
| Employer contribution / active EE | $14,395 | $1,544+832.4% | $2,266+535.4% | $1,882+665.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |