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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,458-100.0% | $60,547-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.0%-68.0pp | 69.2%-69.2pp |
| Annual return | 0.17% | 3.35%-3.2pp | 335.64%-335.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $290 | $2,140-86.5% | $3,328-91.3% | $3,046-90.5% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |