Filed August 2, 2021 (most recent of 2 filings on file)
Total covered: 5 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,685 | $102,553+26.5% | $151,611-14.5% | $66,914+93.8% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -14.68% | -10.82%-3.9pp | 3.33%-18.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $7,389 | $4,180+76.7% | $6,166+19.8% | $2,544+190.4% |
| Participant deferral / active EE | $6,837 | $6,641+3.0% | $8,363-18.2% | $4,237+61.4% |
| Admin fee / account holder | $11,412 | $630+1711.9% | $11,616-1.8% | $593+1823.6% |