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 | $71,968 | $39,122+84.0% | $57,179+25.9% | $62,891+14.4% |
| Participation rate | 72.4% | 70.5%+1.9pp | 75.3%-2.9pp | 69.3%+3.1pp |
| Annual return | 73.00% | 9.23%+63.8pp | 14.59%+58.4pp | 20.14%+52.9pp |
| Employer contribution / active EE | $1,489 | $1,874-20.6% | $2,682-44.5% | $2,281-34.7% |
| Participant deferral / active EE | $2,950 | $2,374+24.3% | $3,096-4.7% | $3,203-7.9% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |