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.
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 | $0 | $45,073-100.0% | $69,455-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 7.08% | 22.65%-15.6pp | 28.97%-21.9pp | 81.00%-73.9pp |
| Employer contribution / active EE | $3,445 | $2,054+67.7% | $2,779+24.0% | $2,440+41.2% |
| Participant deferral / active EE | $4,257 | $2,602+63.6% | $3,535+20.4% | $3,607+18.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |