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.
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 | $71,989 | $67,228+7.1% | $117,854-38.9% | $77,958-7.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 14.88% | 19.13%-4.3pp | 335.08%-320.2pp | 20.87%-6.0pp |
| Employer contribution / active EE | $877 | $2,211-60.3% | $3,786-76.8% | $2,310-62.1% |
| Participant deferral / active EE | $4,060 | $3,653+11.1% | $4,482-9.4% | $3,537+14.8% |
| Admin fee / account holder | $11 | $76-85.1% | $8,020-99.9% | $97-88.4% |