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 | $37,460 | $76,000-50.7% | $154,107-75.7% | $64,186-41.6% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.1pp |
| Annual return | -4.34% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,639 | $3,351-51.1% | $5,298-69.1% | $2,381-31.2% |
| Participant deferral / active EE | $2,525 | $3,175-20.5% | $5,081-50.3% | $3,470-27.2% |
| Admin fee / account holder | $19 | $5,596-99.7% | $13,411-99.9% | $4,888-99.6% |