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.
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 | $239,095 | $177,276+34.9% | $118,746+101.4% | $177,276+34.9% |
| Participation rate | 96.5% | 74.8%+21.6pp | 78.3%+18.2pp | 74.8%+21.6pp |
| Annual return | 11.70% | 21.25%-9.6pp | 24.54%-12.8pp | 21.25%-9.6pp |
| Employer contribution / active EE | $7,724 | $2,479+211.6% | $4,193+84.2% | $2,479+211.6% |
| Participant deferral / active EE | $10,738 | $3,881+176.7% | $5,332+101.4% | $3,881+176.7% |
| Admin fee / account holder | $71 | $154-54.1% | $10,720-99.3% | $154-54.1% |