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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $67,432 | $60,795+10.9% | $69,455-2.9% | $65,185+3.4% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 4.73% | 17.46%-12.7pp | 28.97%-24.2pp | 29.38%-24.7pp |
| Employer contribution / active EE | $3,236 | $2,452+32.0% | $2,779+16.4% | $2,177+48.7% |
| Participant deferral / active EE | $3,066 | $3,162-3.0% | $3,535-13.3% | $3,514-12.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |