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 | $45,504 | $60,795-25.2% | $69,455-34.5% | $65,185-30.2% |
| Participation rate | 80.8% | 74.9%+6.0pp | 74.6%+6.2pp | 70.2%+10.6pp |
| Annual return | 20.40% | 17.46%+2.9pp | 28.97%-8.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $4,711 | $2,452+92.1% | $2,779+69.5% | $2,177+116.4% |
| Participant deferral / active EE | $6,065 | $3,162+91.8% | $3,535+71.5% | $3,514+72.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |