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.
Employer 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 | $51,878 | $66,302-21.8% | $110,238-52.9% | $56,287-7.8% |
| Participation rate | 74.0% | 74.9%-0.9pp | 79.8%-5.8pp | 69.9%+4.1pp |
| Annual return | -6.05% | -1.18%-4.9pp | 314.74%-320.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $290 | $2,047-85.8% | $3,826-92.4% | $2,111-86.3% |
| Participant deferral / active EE | $2,226 | $3,381-34.2% | $4,672-52.4% | $3,350-33.6% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |