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.
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 | $54,674 | $46,360+17.9% | $147,614-63.0% | $52,331+4.5% |
| Participation rate | 83.2% | 64.9%+18.2pp | 84.6%-1.5pp | 68.1%+15.1pp |
| Annual return | -2.47% | 1.62%-4.1pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $4,316 | $2,126+103.0% | $5,564-22.4% | $1,882+129.4% |
| Participant deferral / active EE | $5,082 | $2,258+125.1% | $4,895+3.8% | $3,022+68.2% |
| Admin fee / account holder | $178 | $766-76.8% | $11,611-98.5% | $592-69.9% |