Filed February 21, 2023
Total covered: 31 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,381 | $76,670-29.1% | $96,683-43.8% | $71,457-23.9% |
| Participation rate | 94.2% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.3pp |
| Annual return | 99.56% | 48.29%+51.3pp | 35.69%+63.9pp | 28.85%+70.7pp |
| Employer contribution / active EE | $26,576 | $3,031+776.7% | $3,737+611.2% | $2,588+927.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |