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 | $106,868 | $99,062+7.9% | $153,485-30.4% | $99,062+7.9% |
| Participation rate | 99.2% | 71.6%+27.6pp | 77.1%+22.1pp | 71.6%+27.6pp |
| Annual return | 12.22% | 17.66%-5.4pp | 15.65%-3.4pp | 17.66%-5.4pp |
| Employer contribution / active EE | $9,679 | $3,262+196.7% | $5,039+92.1% | $3,262+196.7% |
| Participant deferral / active EE | $0 | $5,331-100.0% | $6,757-100.0% | $5,331-100.0% |
| Admin fee / account holder | $84 | $109-23.0% | $12,724-99.3% | $109-23.0% |