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 | $240,501 | $78,044+208.2% | $129,110+86.3% | $78,044+208.2% |
| Participation rate | 98.7% | 74.4%+24.3pp | 77.3%+21.5pp | 74.4%+24.3pp |
| Annual return | 4.03% | 10.87%-6.8pp | -10.94%+15.0pp | 10.87%-6.8pp |
| Employer contribution / active EE | $9,647 | $3,125+208.7% | $5,052+91.0% | $3,125+208.7% |
| Participant deferral / active EE | $13,075 | $5,084+157.2% | $6,542+99.9% | $5,084+157.2% |
| Admin fee / account holder | $134 | $79+69.6% | $14,302-99.1% | $79+69.6% |