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 | $18,091 | $52,670-65.7% | $90,404-80.0% | $73,409-75.4% |
| Participation rate | 80.5% | 67.7%+12.9pp | 72.7%+7.8pp | 72.2%+8.4pp |
| Annual return | 3.32% | 20.70%-17.4pp | 1293.02%-1289.7pp | 59.29%-56.0pp |
| Employer contribution / active EE | $449 | $1,872-76.0% | $3,262-86.2% | $2,234-79.9% |
| Participant deferral / active EE | $1,270 | $2,807-54.7% | $3,963-67.9% | $3,805-66.6% |
| Admin fee / account holder | $49 | $117-58.1% | $5,611-99.1% | $158-69.0% |