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.
Participant contribution per participant 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 | $19,921 | $56,152-64.5% | $185,823-89.3% | $73,409-72.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 21.36% | 17.59%+3.8pp | 35.95%-14.6pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1,663 | $1,532+8.5% | $4,087-59.3% | $2,234-25.6% |
| Participant deferral / active EE | $816 | $3,659-77.7% | $5,632-85.5% | $3,805-78.5% |
| Admin fee / account holder | $141 | $132+6.5% | $9,500-98.5% | $158-11.0% |