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 | $32,039 | $43,423-26.2% | $78,689-59.3% | $55,167-41.9% |
| Participation rate | 97.1% | 68.0%+29.1pp | 73.6%+23.6pp | 69.0%+28.1pp |
| Annual return | 8.34% | 11.53%-3.2pp | 62.18%-53.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,009 | $1,997+100.8% | $2,851+40.6% | $1,963+104.3% |
| Participant deferral / active EE | $1,053 | $2,509-58.0% | $3,517-70.1% | $3,054-65.5% |
| Admin fee / account holder | $21 | $416-95.0% | $4,510-99.5% | $504-95.8% |