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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,703 | $130,194+5.8% | $169,993-19.0% | $71,457+92.7% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 15.70% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $7,556 | $4,381+72.5% | $6,785+11.4% | $2,588+192.0% |
| Participant deferral / active EE | $7,209 | $6,923+4.1% | $10,408-30.7% | $4,289+68.1% |
| Admin fee / account holder | $20 | $966-97.9% | $12,815-99.8% | $1,587-98.7% |