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.
Employer 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 | $186,542 | $78,422+137.9% | $95,952+94.4% | $79,858+133.6% |
| Participation rate | 77.5% | 73.5%+4.0pp | 77.1%+0.5pp | 69.6%+7.9pp |
| Annual return | 21.54% | 19.37%+2.2pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,638 | $3,440+209.3% | $4,167+155.3% | $3,740+184.4% |
| Admin fee / account holder | $54 | $5,622-99.0% | $6,795-99.2% | $5,306-99.0% |