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 5-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 | $33,741 | $43,327-22.1% | $59,878-43.6% | $64,186-47.4% |
| Participation rate | 89.5% | 69.2%+20.3pp | 74.7%+14.8pp | 69.6%+19.9pp |
| Annual return | -3.22% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,071 | $2,028+150.0% | $2,722+86.3% | $2,381+113.0% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |