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 | $177,363 | $41,078+331.8% | $80,569+120.1% | $71,457+148.2% |
| Participation rate | 94.1% | 50.2%+43.9pp | 67.0%+27.1pp | 67.9%+26.2pp |
| Annual return | -3.25% | 38.45%-41.7pp | 935.43%-938.7pp | 28.85%-32.1pp |
| Employer contribution / active EE | $18,506 | $1,506+1129.2% | $2,723+579.5% | $2,588+615.2% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |