Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,114 | $111,072+65.8% | $156,263+17.8% | $102,872+79.0% |
| Participation rate | 99.6% | 80.1%+19.5pp | 78.9%+20.7pp | 73.0%+26.6pp |
| Annual return | 16.56% | 16.98%-0.4pp | 59.47%-42.9pp | 19.06%-2.5pp |
| Employer contribution / active EE | $17,548 | $4,017+336.8% | $4,333+305.0% | $3,526+397.6% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $7 | $120-94.0% | $14,255-99.9% | $292-97.5% |