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.
See 1 actuary disclosure. $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 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 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 31.67% | 11.45%+20.2pp | 10.21%+21.5pp | 11.45%+20.2pp |
| Employer contribution / active EE | $9,735 | $17,219-43.5% | $40,687-76.1% | $17,219-43.5% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |