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.
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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 18.68% | 21.38%-2.7pp | 205.93%-187.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $605 | $2,164-72.0% | $5,433-88.9% | $2,042-70.4% |
| Participant deferral / active EE | $1,526 | $2,303-33.7% | $4,939-69.1% | $3,169-51.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |