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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,991 | $52,884-5.5% | $84,750-41.0% | $55,167-9.4% |
| Participation rate | 80.5% | 67.5%+13.0pp | 76.6%+3.9pp | 69.0%+11.5pp |
| Annual return | 10.09% | 18.03%-7.9pp | 22.78%-12.7pp | 169.23%-159.1pp |
| Employer contribution / active EE | $3,205 | $2,233+43.5% | $3,574-10.3% | $1,963+63.3% |
| Participant deferral / active EE | $2,265 | $2,644-14.3% | $3,712-39.0% | $3,054-25.8% |
| Admin fee / account holder | $22 | $581-96.3% | $5,332-99.6% | $504-95.7% |