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.
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 | $270,399 | $65,376+313.6% | $87,100+210.4% | $65,185+314.8% |
| Participation rate | 97.4% | 75.3%+22.0pp | 76.9%+20.5pp | 70.2%+27.2pp |
| Annual return | 14.50% | 31.27%-16.8pp | 28.19%-13.7pp | 29.38%-14.9pp |
| Employer contribution / active EE | $28,930 | $1,822+1487.4% | $2,521+1047.4% | $2,177+1229.1% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $520-98.7% | $7,497-99.9% | $847-99.2% |