Filed November 29, 2021
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 7-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,368 | $110,699+8.7% | $177,821-32.3% | $90,288+33.3% |
| Participation rate | 96.4% | 88.3%+8.1pp | 87.7%+8.7pp | 73.4%+23.1pp |
| Annual return | 0.00% | 22.79%-22.8pp | 48.32%-48.3pp | 53.97%-54.0pp |
| Employer contribution / active EE | $29,548 | $4,118+617.5% | $5,918+399.3% | $2,524+1070.6% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |