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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $86,016 | $106,236-19.0% | $112,228-23.4% | $64,808+32.7% |
| Participation rate | 98.4% | 71.7%+26.7pp | 75.1%+23.3pp | 71.5%+26.9pp |
| Annual return | -8.07% | -6.02%-2.1pp | 27.45%-35.5pp | 32.82%-40.9pp |
| Employer contribution / active EE | $5,932 | $3,166+87.4% | $3,635+63.2% | $2,506+136.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | -$30 | $452-106.7% | $6,410-100.5% | $188-116.1% |