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 | $34,287 | $59,186-42.1% | $76,768-55.3% | $56,287-39.1% |
| Participation rate | 71.8% | 75.2%-3.4pp | 77.0%-5.2pp | 69.9%+1.9pp |
| Annual return | -3.44% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $787 | $1,759-55.2% | $2,485-68.3% | $2,111-62.7% |
| Participant deferral / active EE | $2,675 | $3,255-17.8% | $3,852-30.5% | $3,350-20.1% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |