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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,851 | $86,332-57.3% | $125,175-70.6% | $65,185-43.5% |
| Participation rate | 87.5% | 75.3%+12.2pp | 79.8%+7.7pp | 70.2%+17.3pp |
| Annual return | 20.60% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,885 | $2,040-7.6% | $3,865-51.2% | $2,177-13.4% |
| Participant deferral / active EE | $3,521 | $3,537-0.5% | $4,937-28.7% | $3,514+0.2% |
| Admin fee / account holder | $25 | $609-95.9% | $9,702-99.7% | $847-97.1% |