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.
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 | $19,897 | $91,517-78.3% | $101,248-80.3% | $73,409-72.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 20.69% | 17.17%+3.5pp | 46.47%-25.8pp | 59.29%-38.6pp |
| Employer contribution / active EE | $8,054 | $2,877+180.0% | $3,660+120.1% | $2,234+260.6% |
| Participant deferral / active EE | $863 | $3,338-74.2% | $4,370-80.3% | $3,805-77.3% |
| Admin fee / account holder | $7 | $216-96.6% | $5,945-99.9% | $158-95.4% |