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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $293,085-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.7%-86.7pp | 0.0%0pp |
| Annual return | 0.00% | 8.65%-8.7pp | -21.55%+21.5pp | 8.65%-8.7pp |
| Employer contribution / active EE | $4,719 | $6,737-30.0% | $5,774-18.3% | $6,737-30.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $3,831-100.0% | $27-100.0% |
| Admin fee / account holder | $0 | $0 | $5,672-100.0% | - |