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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,031 | $51,769-57.4% | $57,343-61.6% | $52,331-57.9% |
| Participation rate | 79.6% | 75.2%+4.3pp | 75.1%+4.5pp | 68.1%+11.5pp |
| Annual return | 2.05% | 2.43%-0.4pp | 24.39%-22.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,079 | $2,335+74.7% | $2,689+51.7% | $1,882+116.8% |
| Participant deferral / active EE | $5,095 | $2,794+82.4% | $3,162+61.1% | $3,022+68.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |