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 9-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 | $17,369 | $54,237-68.0% | $90,281-80.8% | $67,579-74.3% |
| Participation rate | 82.2% | 68.6%+13.5pp | 73.3%+8.9pp | 71.3%+10.9pp |
| Annual return | 5.30% | 37.27%-32.0pp | 78.10%-72.8pp | 378.56%-373.3pp |
| Employer contribution / active EE | $409 | $1,846-77.9% | $2,854-85.7% | $2,148-81.0% |
| Participant deferral / active EE | $1,156 | $2,625-56.0% | $3,885-70.3% | $3,539-67.4% |
| Admin fee / account holder | $53 | $123-56.8% | $5,351-99.0% | $142-62.5% |