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 | $31,143 | $47,126-33.9% | $149,673-79.2% | $74,419-58.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 13.91% | 22.75%-8.8pp | 134.42%-120.5pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,898 | $1,905-0.4% | $4,818-60.6% | $2,637-28.0% |
| Participant deferral / active EE | $3,919 | $2,728+43.7% | $5,680-31.0% | $4,528-13.5% |
| Admin fee / account holder | $102 | $343-70.1% | $13,210-99.2% | $348-70.5% |