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.
Participant contribution per participant 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 | $52,323 | $49,227+6.3% | $70,449-25.7% | $79,858-34.5% |
| Participation rate | 91.1% | 69.2%+21.9pp | 75.1%+16.0pp | 69.6%+21.4pp |
| Annual return | 13.46% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $728 | $2,099-65.3% | $2,737-73.4% | $2,471-70.5% |
| Participant deferral / active EE | $728 | $2,768-73.7% | $3,709-80.4% | $3,740-80.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |