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 | $36,086 | $99,628-63.8% | $105,218-65.7% | $59,188-39.0% |
| Participation rate | 74.0% | 80.5%-6.4pp | 77.2%-3.2pp | 69.4%+4.6pp |
| Annual return | 1.28% | 3.21%-1.9pp | 5.33%-4.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,764 | $2,454-28.1% | $3,255-45.8% | $2,098-15.9% |
| Participant deferral / active EE | $888 | $4,189-78.8% | $4,867-81.8% | $3,265-72.8% |
| Admin fee / account holder | $41 | $62-34.6% | $6,992-99.4% | $92-55.7% |