Filed June 4, 2021
Total covered: 23 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 10-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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,756 | $37,196-44.2% | $154,107-86.5% | $55,725-62.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.00% | 1319.68%-1324.7pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,608 | $1,614-0.4% | $5,298-69.6% | $2,078-22.6% |
| Participant deferral / active EE | $2,552 | $2,068+23.4% | $5,081-49.8% | $3,356-23.9% |
| Admin fee / account holder | $107 | $102+4.9% | $13,411-99.2% | $115-7.5% |