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 | $15,404 | $39,162-60.7% | $100,671-84.7% | $59,632-74.2% |
| Participation rate | 97.8% | 55.9%+42.0pp | 70.7%+27.1pp | 68.7%+29.2pp |
| Annual return | 1.75% | 21.07%-19.3pp | 20.43%-18.7pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $1,260 | $1,151+9.5% | $4,012-68.6% | $2,203-42.8% |
| Participant deferral / active EE | $559 | $1,992-71.9% | $3,144-82.2% | $3,192-82.5% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |