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 9-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 | $22,063 | $72,554-69.6% | $138,135-84.0% | $73,488-70.0% |
| Participation rate | 96.1% | 74.8%+21.3pp | 78.7%+17.4pp | 70.7%+25.4pp |
| Annual return | 23.81% | 17.50%+6.3pp | 20.51%+3.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $3,338 | $3,511-4.9% | $5,587-40.2% | $2,270+47.1% |
| Participant deferral / active EE | $5,064 | $4,908+3.2% | $6,431-21.3% | $3,740+35.4% |
| Admin fee / account holder | $11 | $464-97.6% | $11,856-99.9% | $513-97.8% |