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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $109,469 | $84,233+30.0% | $170,442-35.8% | $70,131+56.1% |
| Participation rate | 82.5% | 70.8%+11.6pp | 83.6%-1.1pp | 69.5%+12.9pp |
| Annual return | 18.71% | 23.06%-4.4pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,832 | $3,387-16.4% | $5,433-47.9% | $2,342+20.9% |
| Participant deferral / active EE | $4,934 | $3,086+59.9% | $4,939-0.1% | $3,332+48.1% |
| Admin fee / account holder | $160 | $5,698-97.2% | $13,880-98.8% | $4,645-96.6% |