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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,179 | $56,629-0.8% | $77,999-28.0% | $55,167+1.8% |
| Participation rate | 81.7% | 73.3%+8.4pp | 75.5%+6.2pp | 69.0%+12.7pp |
| Annual return | 5.73% | 2866.98%-2861.3pp | 425.96%-420.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,664 | $1,723-3.4% | $2,470-32.6% | $1,963-15.2% |
| Participant deferral / active EE | $2,934 | $2,777+5.6% | $3,497-16.1% | $3,054-3.9% |
| Admin fee / account holder | $13 | $467-97.2% | $5,480-99.8% | $504-97.4% |