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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,640 | $60,989+56.8% | $60,874+57.1% | $66,914+42.9% |
| Participation rate | 89.2% | 74.5%+14.7pp | 73.1%+16.1pp | 69.8%+19.4pp |
| Annual return | -10.62% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,741 | $2,661-34.6% | $2,701-35.6% | $2,544-31.6% |
| Participant deferral / active EE | $2,694 | $3,615-25.5% | $3,817-29.4% | $4,237-36.4% |
| Admin fee / account holder | $8 | $338-97.6% | $3,224-99.7% | $593-98.6% |