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 | $31,767 | $76,653-58.6% | $70,449-54.9% | - |
| Participation rate | 100.0% | 80.3%+19.7pp | 75.1%+24.9pp | - |
| Annual return | 5.61% | 4.62%+1.0pp | 109.03%-103.4pp | - |
| Employer contribution / active EE | $4,215 | $2,510+67.9% | $2,737+54.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,709-100.0% | - |
| Admin fee / account holder | $0 | $17,353-100.0% | $3,845-100.0% | - |