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 | $9,724 | $52,293-81.4% | $178,490-94.6% | $73,409-86.8% |
| Participation rate | 72.0% | 65.3%+6.6pp | 81.9%-9.9pp | 72.2%-0.2pp |
| Annual return | 16.14% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $788 | $1,735-54.6% | $5,011-84.3% | $2,234-64.7% |
| Participant deferral / active EE | $819 | $2,332-64.9% | $5,202-84.2% | $3,805-78.5% |
| Admin fee / account holder | $18 | $127-85.9% | $13,984-99.9% | $158-88.6% |