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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,408 | $80,724-61.1% | $103,333-69.6% | $74,495-57.8% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 42.75% | 27.56%+15.2pp | 24.88%+17.9pp | 1364.94%-1322.2pp |
| Employer contribution / active EE | $4,632 | $3,157+46.7% | $3,868+19.8% | $2,623+76.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |