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 3-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,780 | $55,472-71.6% | $155,567-89.9% | $74,546-78.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.38% | 268.72%-252.3pp | 64.74%-48.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $2,258 | $2,269-0.5% | $4,674-51.7% | $2,624-14.0% |
| Participant deferral / active EE | $6,840 | $2,838+141.0% | $5,628+21.5% | $4,347+57.3% |
| Admin fee / account holder | $59 | $1,743-96.6% | $15,916-99.6% | $1,944-97.0% |