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.
Employer 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 | $55,090 | $65,322-15.7% | $70,449-21.8% | $73,488-25.0% |
| Participation rate | 93.5% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 11.41% | 15.71%-4.3pp | 109.03%-97.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,537 | $3,375-24.8% | $3,709-31.6% | $3,740-32.2% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-100.0% |