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 | $25,895 | $47,977-46.0% | $154,107-83.2% | $56,287-54.0% |
| Participation rate | 74.4% | 66.2%+8.2pp | 83.0%-8.6pp | 69.9%+4.5pp |
| Annual return | -5.60% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $297 | $2,169-86.3% | $5,298-94.4% | $2,111-85.9% |
| Participant deferral / active EE | $2,250 | $2,392-5.9% | $5,081-55.7% | $3,350-32.8% |
| Admin fee / account holder | $14 | $438-96.7% | $13,411-99.9% | $521-97.2% |