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 | $59,906 | $60,165-0.4% | $74,183-19.2% | $55,167+8.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 76.6%-6.6pp | 69.0%+1.0pp |
| Annual return | 11.38% | 10.00%+1.4pp | 17.74%-6.4pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,973 | $1,600+23.3% | $2,370-16.8% | $1,963+0.5% |
| Participant deferral / active EE | $2,227 | $2,973-25.1% | $3,550-37.3% | $3,054-27.1% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |