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.
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 | $164,071 | $122,239+34.2% | $184,203-10.9% | $74,495+120.2% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 11.40% | 19.95%-8.5pp | 28.81%-17.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $8,114 | $4,537+78.8% | $6,427+26.2% | $2,623+209.3% |
| Participant deferral / active EE | $8,052 | $7,139+12.8% | $9,131-11.8% | $4,346+85.3% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |