Filed October 28, 2024
Total covered: 12 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,083 | $79,523+44.7% | $140,016-17.8% | $56,287+104.5% |
| Participation rate | 95.2% | 85.7%+9.5pp | 87.5%+7.7pp | 69.9%+25.3pp |
| Annual return | -3.01% | 2.39%-5.4pp | 651.12%-654.1pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,962 | $3,350-11.6% | $5,606-47.2% | $2,111+40.3% |
| Participant deferral / active EE | $5,197 | $5,129+1.3% | $6,927-25.0% | $3,350+55.1% |
| Admin fee / account holder | $35 | $614-94.3% | $10,705-99.7% | $521-93.2% |