Filed February 24, 2020
Total covered: 20 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 5-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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,263-100.0% | $190,213-100.0% | $10,263-100.0% |
| Participation rate | 0.0% | 98.8%-98.8pp | 56.0%-56.0pp | 98.8%-98.8pp |
| Annual return | 14.47% | 9.41%+5.1pp | 9.29%+5.2pp | 9.41%+5.1pp |
| Employer contribution / active EE | $47,027 | $16,120+191.7% | $37,513+25.4% | $16,120+191.7% |
| Participant deferral / active EE | $0 | $284-100.0% | - | $284-100.0% |
| Admin fee / account holder | $0 | $19,945-100.0% | $822-100.0% | $19,945-100.0% |