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 9-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.
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 | $130,369 | $49,177+165.1% | $79,464+64.1% | $64,186+103.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.92% | -1.16%+13.1pp | 718.14%-706.2pp | 7.63%+4.3pp |
| Employer contribution / active EE | $3,978 | $2,076+91.6% | $2,800+42.1% | $2,381+67.1% |
| Participant deferral / active EE | $9,513 | $2,821+237.2% | $3,704+156.8% | $3,470+174.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |