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 | $57,976-100.0% | $62,995-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 40.85% | 17.54%+23.3pp | 87.57%-46.7pp | 28.90%+12.0pp |
| Employer contribution / active EE | $3,788 | $2,415+56.9% | $2,759+37.3% | $2,042+85.5% |
| Participant deferral / active EE | $5,530 | $2,956+87.1% | $3,329+66.1% | $3,169+74.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |