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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $667,814 | $80,753+727.0% | $136,294+390.0% | $62,292+972.1% |
| Participation rate | 96.6% | 73.5%+23.0pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 18.04% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $32,839 | $2,884+1038.8% | $4,695+599.4% | $2,042+1508.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | -$324 | $525-161.7% | $9,243-103.5% | $479-167.6% |