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.
Annual investment return 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 | $22,338 | $64,909-65.6% | $82,313-72.9% | $62,292-64.1% |
| Participation rate | 75.9% | 74.9%+1.1pp | 76.9%-0.9pp | 69.5%+6.4pp |
| Annual return | 9.63% | 21.18%-11.5pp | 25.88%-16.2pp | 28.90%-19.3pp |
| Employer contribution / active EE | $1,018 | $1,676-39.2% | $2,428-58.1% | $2,042-50.1% |
| Participant deferral / active EE | $1,608 | $3,103-48.2% | $3,706-56.6% | $3,169-49.3% |
| Admin fee / account holder | $233 | $440-46.9% | $5,608-95.8% | $479-51.3% |