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 5-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.
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 | $50,464-100.0% | $75,781-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 75.8%-75.8pp | 68.1%-68.1pp |
| Annual return | -3.31% | 1.03%-4.3pp | 9.68%-13.0pp | 4.54%-7.8pp |
| Employer contribution / active EE | $11,896 | $1,988+498.3% | $3,323+258.0% | $1,882+532.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |