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 | $21,081 | $52,467-59.8% | $57,179-63.1% | $55,167-61.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 75.3%+22.8pp | 69.0%+29.1pp |
| Annual return | 2.66% | 7.72%-5.1pp | 14.59%-11.9pp | 169.23%-166.6pp |
| Employer contribution / active EE | $989 | $2,477-60.1% | $2,682-63.1% | $1,963-49.6% |
| Participant deferral / active EE | $491 | $2,830-82.6% | $3,096-84.1% | $3,054-83.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |