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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 | $262,075 | $80,753+224.5% | $136,294+92.3% | $62,292+320.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.58% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $12,750 | $2,884+342.2% | $4,695+171.5% | $2,042+524.3% |
| Participant deferral / active EE | $957 | $5,164-81.5% | $6,247-84.7% | $3,169-69.8% |
| Admin fee / account holder | $34 | $525-93.6% | $9,243-99.6% | $479-92.9% |