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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $46,292-43.0% | $143,757-81.7% | $64,808-59.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.15% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,949 | $1,910+2.0% | $4,951-60.6% | $2,506-22.2% |
| Participant deferral / active EE | $3,580 | $2,646+35.3% | $5,637-36.5% | $4,310-16.9% |
| Admin fee / account holder | $98 | $154-36.1% | $14,673-99.3% | $188-47.7% |