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 | $59,185 | $73,638-19.6% | $95,952-38.3% | $73,488-19.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 77.1%+6.3pp | 70.7%+12.7pp |
| Annual return | 22.09% | 16.78%+5.3pp | 91.61%-69.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,413 | $1,863-24.2% | $2,541-44.4% | $2,270-37.8% |
| Participant deferral / active EE | $2,054 | $3,617-43.2% | $4,167-50.7% | $3,740-45.1% |
| Admin fee / account holder | $151 | $482-68.7% | $6,795-97.8% | $513-70.6% |