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 6-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,549 | $83,884-11.1% | $64,056+16.4% | $74,419+0.2% |
| Participation rate | 99.2% | 76.6%+22.6pp | 72.3%+26.9pp | 70.7%+28.5pp |
| Annual return | 17.72% | 16.57%+1.1pp | 33.69%-16.0pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,052 | $3,084-1.0% | $2,747+11.1% | $2,637+15.7% |
| Participant deferral / active EE | $5,045 | $3,692+36.7% | $3,880+30.0% | $4,528+11.4% |
| Admin fee / account holder | $88 | $196-55.1% | $3,068-97.1% | $348-74.7% |