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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,470 | $76,000-44.1% | $154,107-72.4% | $64,186-33.8% |
| Participation rate | 93.8% | 70.4%+23.4pp | 83.0%+10.8pp | 69.6%+24.3pp |
| Annual return | 8.05% | 30.32%-22.3pp | 735.12%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $6,219 | $3,351+85.6% | $5,298+17.4% | $2,381+161.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |