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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,043 | $69,305-17.7% | $82,313-30.7% | $69,631-18.1% |
| Participation rate | 81.5% | 80.3%+1.3pp | 76.9%+4.7pp | 70.7%+10.9pp |
| Annual return | 14.90% | 21.47%-6.6pp | 25.88%-11.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,555 | $1,887-17.5% | $2,428-35.9% | $2,032-23.5% |
| Participant deferral / active EE | $2,408 | $3,568-32.5% | $3,706-35.0% | $3,224-25.3% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |