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 | $57,982 | $57,9760% | $62,995-8.0% | $62,292-6.9% |
| Participation rate | 95.4% | 75.9%+19.4pp | 74.8%+20.6pp | 69.5%+25.8pp |
| Annual return | 14.06% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,276 | $2,956-56.8% | $3,329-61.7% | $3,169-59.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |