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.
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 | $34,515 | $55,002-37.2% | $59,878-42.4% | $56,287-38.7% |
| Participation rate | 95.2% | 75.9%+19.3pp | 74.7%+20.5pp | 69.9%+25.4pp |
| Annual return | -3.73% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,393 | $3,121+8.7% | $3,402-0.3% | $3,350+1.3% |
| Admin fee / account holder | $18 | $236-92.6% | $3,590-99.5% | $521-96.6% |