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.
See 1 actuary disclosure. $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 | $0 | $0 | $208,041-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | 1.71% | 3.81%-2.1pp | 3.50%-1.8pp | 3.81%-2.1pp |
| Employer contribution / active EE | $78,431 | $24,712+217.4% | $16,404+378.1% | $24,712+217.4% |
| Participant deferral / active EE | $0 | $189-100.0% | $3,084-100.0% | $189-100.0% |
| Admin fee / account holder | $0 | $0 | $8,593-100.0% | - |