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 9-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 | $10,571 | $47,977-78.0% | $154,107-93.1% | $56,287-81.2% |
| Participation rate | 91.9% | 66.2%+25.7pp | 83.0%+8.9pp | 69.9%+22.0pp |
| Annual return | -7.44% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,446 | $2,169-33.3% | $5,298-72.7% | $2,111-31.5% |
| Participant deferral / active EE | $4,413 | $2,392+84.5% | $5,081-13.1% | $3,350+31.7% |
| Admin fee / account holder | $3 | $438-99.2% | $13,411-100.0% | $521-99.4% |