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 | $111,776 | $62,267+79.5% | $110,238+1.4% | $55,725+100.6% |
| Participation rate | 99.1% | 78.1%+21.0pp | 79.8%+19.3pp | 70.9%+28.2pp |
| Annual return | 59.83% | -1.07%+60.9pp | 314.74%-254.9pp | 244.93%-185.1pp |
| Employer contribution / active EE | $16,033 | $1,941+725.8% | $3,826+319.0% | $2,078+671.5% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $121-95.1% | $8,547-99.9% | $115-94.8% |