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.
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 | $11,666 | $64,119-81.8% | $112,228-89.6% | $66,914-82.6% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.1%+19.9pp | 69.8%+25.1pp |
| Annual return | -9.63% | -13.81%+4.2pp | 27.45%-37.1pp | 1.58%-11.2pp |
| Employer contribution / active EE | $4,034 | $3,005+34.2% | $3,635+11.0% | $2,544+58.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |