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 | $0 | $40,256-100.0% | $57,343-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 2.07% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $3,850 | $1,922+100.4% | $2,689+43.2% | $2,203+74.8% |
| Participant deferral / active EE | $2,264 | $2,399-5.6% | $3,162-28.4% | $3,192-29.1% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |