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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,008 | $89,652-72.1% | $141,162-82.3% | $65,185-61.6% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.5%+2.7pp | 70.2%+15.0pp |
| Annual return | 23.04% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,330 | $3,065+8.7% | $4,735-29.7% | $2,177+53.0% |
| Participant deferral / active EE | $6,571 | $5,691+15.5% | $6,709-2.1% | $3,514+87.0% |
| Admin fee / account holder | $118 | $569-79.2% | $10,261-98.8% | $847-86.0% |