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.
Employer contribution per participant 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 | $37,263 | $79,523-53.1% | $140,016-73.4% | $56,287-33.8% |
| Participation rate | 81.4% | 85.7%-4.3pp | 87.5%-6.1pp | 69.9%+11.6pp |
| Annual return | -4.00% | 2.39%-6.4pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $917 | $3,350-72.6% | $5,606-83.6% | $2,111-56.6% |
| Participant deferral / active EE | $3,168 | $5,129-38.2% | $6,927-54.3% | $3,350-5.4% |
| Admin fee / account holder | $0 | $614-99.9% | $10,705-100.0% | $521-99.9% |