Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,808 | $77,660-83.5% | $109,143-88.3% | $79,386-83.9% |
| Participation rate | 94.2% | 67.8%+26.4pp | 75.9%+18.4pp | 70.7%+23.5pp |
| Annual return | -16.52% | 23.44%-40.0pp | 25.75%-42.3pp | 116.85%-133.4pp |
| Employer contribution / active EE | $4,560 | $2,797+63.0% | $3,722+22.5% | $2,427+87.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |