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 | $211,492 | $60,165+251.5% | $74,183+185.1% | $55,167+283.4% |
| Participation rate | 99.3% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 17.96% | 10.00%+8.0pp | 17.74%+0.2pp | 169.23%-151.3pp |
| Employer contribution / active EE | $26,083 | $1,600+1530.5% | $2,370+1000.5% | $1,963+1229.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $12 | $419-97.2% | $5,586-99.8% | $504-97.7% |