Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 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 | $214,639 | $65,292+228.7% | $105,722+103.0% | $65,292+228.7% |
| Participation rate | 99.3% | 72.4%+26.9pp | 78.9%+20.4pp | 72.4%+26.9pp |
| Annual return | 8.96% | 11.84%-2.9pp | 12.25%-3.3pp | 11.84%-2.9pp |
| Employer contribution / active EE | $6,425 | $2,302+179.1% | $4,079+57.5% | $2,302+179.1% |
| Participant deferral / active EE | $9,804 | $3,579+174.0% | $5,326+84.1% | $3,579+174.0% |
| Admin fee / account holder | $4 | $57-93.9% | $8,308-100.0% | $57-93.9% |