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 | $232,795 | $101,517+129.3% | $152,466+52.7% | $101,517+129.3% |
| Participation rate | 98.7% | 74.6%+24.2pp | 78.2%+20.6pp | 74.6%+24.2pp |
| Annual return | 21.40% | 21.00%+0.4pp | 757.33%-735.9pp | 21.00%+0.4pp |
| Employer contribution / active EE | $8,692 | $2,973+192.4% | $4,327+100.9% | $2,973+192.4% |
| Participant deferral / active EE | $12,162 | $4,873+149.6% | $5,820+109.0% | $4,873+149.6% |
| Admin fee / account holder | $166 | $139+18.9% | $15,805-99.0% | $139+18.9% |