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 | $31,199 | $65,223-52.2% | $80,019-61.0% | $55,725-44.0% |
| Participation rate | 77.8% | 80.6%-2.8pp | 75.8%+1.9pp | 70.9%+6.9pp |
| Annual return | -2.31% | 7.59%-9.9pp | 11.22%-13.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $473 | $2,544-81.4% | $2,468-80.8% | $2,078-77.2% |
| Participant deferral / active EE | $2,943 | $3,881-24.2% | $3,686-20.1% | $3,356-12.3% |
| Admin fee / account holder | $22 | $114-80.4% | $6,521-99.7% | $115-80.6% |