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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,625 | $37,393+316.2% | $77,024+102.0% | $66,914+132.6% |
| Participation rate | 93.9% | 52.9%+41.1pp | 67.9%+26.0pp | 69.8%+24.1pp |
| Annual return | -41.28% | -3.29%-38.0pp | 42.32%-83.6pp | 1.58%-42.9pp |
| Employer contribution / active EE | $18,631 | $1,531+1116.9% | $2,812+562.5% | $2,544+632.3% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |