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 5-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.
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 | $4,536 | $72,770-93.8% | $67,652-93.3% | $55,191-91.8% |
| Participation rate | 76.7% | 78.8%-2.0pp | 75.7%+1.1pp | 69.2%+7.6pp |
| Annual return | 14.99% | -3.26%+18.3pp | 6625.04%-6610.1pp | 10.78%+4.2pp |
| Employer contribution / active EE | $814 | $1,769-54.0% | $2,266-64.1% | $1,899-57.1% |
| Participant deferral / active EE | $1,887 | $3,408-44.6% | $3,560-47.0% | $3,046-38.1% |
| Admin fee / account holder | $3 | $79-95.6% | $4,821-99.9% | $91-96.2% |