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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,442 | $48,076-59.6% | $78,689-75.3% | $62,891-69.1% |
| Participation rate | 77.0% | 65.2%+11.8pp | 73.6%+3.5pp | 69.3%+7.7pp |
| Annual return | 7.78% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,596 | $2,588+39.0% | $3,517+2.3% | $3,203+12.3% |
| Admin fee / account holder | $46 | $3,207-98.6% | $4,510-99.0% | $4,296-98.9% |