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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,856 | $62,928-85.9% | $172,739-94.9% | $67,579-86.9% |
| Participation rate | 70.6% | 64.5%+6.1pp | 82.6%-12.0pp | 71.3%-0.7pp |
| Annual return | 20.03% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $693 | $1,636-57.6% | $5,143-86.5% | $2,148-67.7% |
| Participant deferral / active EE | $709 | $2,145-67.0% | $5,198-86.4% | $3,539-80.0% |
| Admin fee / account holder | $14 | $167-91.5% | $13,954-99.9% | $142-90.1% |