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 | $52,467-100.0% | $57,179-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 75.3%-75.3pp | 69.0%-69.0pp |
| Annual return | 7.62% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,431 | $2,477-42.2% | $2,682-46.6% | $1,963-27.1% |
| Participant deferral / active EE | $2,761 | $2,830-2.4% | $3,096-10.8% | $3,054-9.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |