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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,167 | $54,320-35.3% | $67,652-48.0% | $52,331-32.8% |
| Participation rate | 86.4% | 73.6%+12.8pp | 75.7%+10.8pp | 68.1%+18.3pp |
| Annual return | -2.75% | 6.81%-9.6pp | 6625.04%-6627.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,011 | $2,950+137.6% | $3,560+96.9% | $3,022+132.0% |
| Admin fee / account holder | $30 | $527-94.4% | $4,821-99.4% | $592-95.0% |