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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $25,196 | $82,032-69.3% | $123,104-79.5% | $59,632-57.7% |
| Participation rate | 85.6% | 83.2%+2.4pp | 86.8%-1.2pp | 68.7%+16.9pp |
| Annual return | -10.77% | 5.12%-15.9pp | 13.22%-24.0pp | 2041.28%-2052.1pp |
| Employer contribution / active EE | $2,440 | $3,297-26.0% | $5,151-52.6% | $2,203+10.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |