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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $199,761 | $87,841+127.4% | $133,980+49.1% | $62,891+217.6% |
| Participation rate | 97.3% | 83.4%+14.0pp | 87.1%+10.3pp | 69.3%+28.0pp |
| Annual return | 9.81% | 12.05%-2.2pp | 29.30%-19.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $5,059 | $3,483+45.3% | $5,211-2.9% | $2,281+121.8% |
| Participant deferral / active EE | $2,165 | $4,812-55.0% | $6,282-65.5% | $3,203-32.4% |
| Admin fee / account holder | $13 | $5,371-99.8% | $9,324-99.9% | $4,296-99.7% |