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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,838 | $98,982+36.2% | $162,163-16.9% | $65,185+106.9% |
| Participation rate | 96.1% | 85.8%+10.3pp | 87.6%+8.6pp | 70.2%+25.9pp |
| Annual return | 19.05% | 24.84%-5.8pp | 115.59%-96.5pp | 29.38%-10.3pp |
| Employer contribution / active EE | $3,088 | $3,467-10.9% | $5,614-45.0% | $2,177+41.9% |
| Participant deferral / active EE | $5,538 | $5,384+2.9% | $7,298-24.1% | $3,514+57.6% |
| Admin fee / account holder | $39 | $596-93.5% | $10,843-99.6% | $847-95.4% |