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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,568 | $45,152-85.5% | $73,843-91.1% | $59,632-89.0% |
| Participation rate | 95.0% | 64.0%+31.0pp | 73.4%+21.6pp | 68.7%+26.3pp |
| Annual return | 1.52% | 27.40%-25.9pp | 2267.84%-2266.3pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $809 | $1,902-57.5% | $2,787-71.0% | $2,203-63.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |