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 | $121,915 | $73,102+66.8% | $123,544-1.3% | $56,287+116.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -0.86% | 3.01%-3.9pp | 119.20%-120.1pp | -9.96%+9.1pp |
| Employer contribution / active EE | $5,918 | $2,977+98.8% | $4,628+27.9% | $2,111+180.3% |
| Participant deferral / active EE | $8,992 | $5,423+65.8% | $6,426+39.9% | $3,350+168.5% |
| Admin fee / account holder | $40 | $554-92.7% | $9,284-99.6% | $521-92.3% |