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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,188 | $78,672-87.1% | $109,143-90.7% | $85,850-88.1% |
| Participation rate | 95.0% | 68.3%+26.7pp | 75.9%+19.1pp | 69.3%+25.7pp |
| Annual return | 13.22% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,176 | $2,735+16.1% | $3,722-14.7% | $2,565+23.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $114 | $5,469-97.9% | $6,752-98.3% | $6,260-98.2% |