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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,434 | $50,815-30.3% | $155,509-77.2% | $77,643-54.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 10.82% | 34.80%-24.0pp | 64.67%-53.8pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,096 | $1,993+5.2% | $4,672-55.1% | $2,726-23.1% |
| Participant deferral / active EE | $4,359 | $2,822+54.4% | $5,626-22.5% | $4,647-6.2% |
| Admin fee / account holder | $103 | $437-76.3% | $15,912-99.4% | $430-76.0% |