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 | $24,914 | $62,928-60.4% | $172,739-85.6% | $67,579-63.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.03% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $1,651 | $1,636+0.9% | $5,143-67.9% | $2,148-23.1% |
| Participant deferral / active EE | $2,593 | $2,145+20.9% | $5,198-50.1% | $3,539-26.7% |
| Admin fee / account holder | $111 | $167-33.6% | $13,954-99.2% | $142-22.2% |