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 | $50,388 | $50,464-0.2% | $75,781-33.5% | $52,331-3.7% |
| Participation rate | 81.0% | 66.8%+14.2pp | 75.8%+5.2pp | 68.1%+12.9pp |
| Annual return | 0.77% | 1.03%-0.3pp | 9.68%-8.9pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,928 | $1,988+97.6% | $3,323+18.2% | $1,882+108.8% |
| Participant deferral / active EE | $2,510 | $2,570-2.3% | $3,651-31.3% | $3,022-16.9% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |