Filed August 31, 2020
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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,950 | $79,694+240.0% | $96,139+181.8% | $79,386+241.3% |
| Participation rate | 94.8% | 54.0%+40.8pp | 68.4%+26.4pp | 70.7%+24.1pp |
| Annual return | -6.74% | 40.84%-47.6pp | 191.94%-198.7pp | 116.85%-123.6pp |
| Employer contribution / active EE | $20,422 | $1,443+1315.0% | $2,797+630.2% | $2,427+741.3% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $630-99.3% | $5,537-99.9% | $626-99.3% |