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.
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 | $12,488 | $52,953-76.4% | $172,739-92.8% | $65,185-80.8% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.6pp | 70.2%+25.0pp |
| Annual return | 24.17% | 30.12%-6.0pp | 802.84%-778.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,862 | $2,190-15.0% | $5,143-63.8% | $2,177-14.4% |
| Participant deferral / active EE | $4,739 | $2,471+91.8% | $5,198-8.8% | $3,514+34.9% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |