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 | $17,472 | $31,679-44.8% | $74,701-76.6% | $65,185-73.2% |
| Participation rate | 79.3% | 40.4%+38.9pp | 54.5%+24.8pp | 70.2%+9.1pp |
| Annual return | 21.43% | 39.04%-17.6pp | 752.92%-731.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $621 | $566+9.8% | $1,084-42.7% | $2,177-71.5% |
| Participant deferral / active EE | $1,009 | $1,191-15.3% | $1,964-48.6% | $3,514-71.3% |
| Admin fee / account holder | $91 | $379-75.9% | $3,333-97.3% | $847-89.2% |