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.
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 | $45,035-100.0% | $62,995-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 17.11% | 18.76%-1.6pp | 87.57%-70.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $780 | $2,051-62.0% | $2,759-71.7% | $2,342-66.7% |
| Participant deferral / active EE | $1,556 | $2,465-36.8% | $3,329-53.3% | $3,332-53.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |