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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,631 | $38,365+305.7% | $84,611+83.9% | $65,185+138.8% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 28.62% | 32.00%-3.4pp | 258.74%-230.1pp | 29.38%-0.8pp |
| Employer contribution / active EE | $10,545 | $1,258+737.9% | $2,652+297.6% | $2,177+384.5% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $451-94.7% | $4,912-99.5% | $847-97.2% |