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 | $181,715 | $43,133+321.3% | $89,391+103.3% | $73,488+147.3% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 23.62% | 135.66%-112.0pp | 245.62%-222.0pp | 28.51%-4.9pp |
| Employer contribution / active EE | $9,547 | $1,438+564.0% | $2,586+269.2% | $2,270+320.5% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $444-96.5% | $4,881-99.7% | $513-96.9% |