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.
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 | $261,735 | $99,078+164.2% | $96,544+171.1% | $74,419+251.7% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 18.38% | 22.48%-4.1pp | 25.84%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $17,600 | $2,570+584.8% | $2,965+493.6% | $2,637+567.3% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $24 | $225-89.4% | $8,252-99.7% | $348-93.1% |