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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,100 | $73,638-48.3% | $95,952-60.3% | $73,488-48.2% |
| Participation rate | 76.7% | 76.2%+0.5pp | 77.1%-0.4pp | 70.7%+6.0pp |
| Annual return | 10.13% | 16.78%-6.7pp | 91.61%-81.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $2,730 | $1,863+46.5% | $2,541+7.4% | $2,270+20.3% |
| Participant deferral / active EE | $3,534 | $3,617-2.3% | $4,167-15.2% | $3,740-5.5% |
| Admin fee / account holder | $19 | $482-96.1% | $6,795-99.7% | $513-96.3% |