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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,622 | $46,732-85.8% | $156,549-95.8% | $55,167-88.0% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | -6.81% | 17.72%-24.5pp | 32.23%-39.0pp | 169.23%-176.0pp |
| Employer contribution / active EE | $691 | $2,105-67.2% | $5,501-87.4% | $1,963-64.8% |
| Participant deferral / active EE | $1,043 | $2,204-52.7% | $4,871-78.6% | $3,054-65.9% |
| Admin fee / account holder | $150 | $418-64.2% | $13,027-98.9% | $504-70.3% |