Filed May 28, 2019
Total covered: 35 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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,090 | $49,177-30.7% | $79,464-57.1% | $64,186-46.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.78% | -1.16%-8.6pp | 718.14%-727.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,502 | $2,076+68.6% | $2,800+25.0% | $2,381+47.1% |
| Participant deferral / active EE | $5,551 | $2,821+96.7% | $3,704+49.9% | $3,470+60.0% |
| Admin fee / account holder | $1,939 | $3,839-49.5% | $5,113-62.1% | $4,888-60.3% |