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 | $35,045 | $55,002-36.3% | $59,878-41.5% | $56,287-37.7% |
| Participation rate | 80.5% | 75.9%+4.6pp | 74.7%+5.8pp | 69.9%+10.6pp |
| Annual return | -4.45% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,430 | $2,448+81.0% | $2,722+62.8% | $2,111+109.9% |
| Participant deferral / active EE | $5,615 | $3,121+79.9% | $3,402+65.1% | $3,350+67.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |