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 | $42,396-100.0% | $67,313-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -4.34% | -36.63%+32.3pp | -4.08%-0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,021 | $2,360-56.7% | $3,568-71.4% | $3,350-69.5% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |