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.
Employer 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 | $34,963 | $89,355-60.9% | $141,162-75.2% | $72,985-52.1% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 23.45% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $452 | $3,114-85.5% | $4,735-90.5% | $2,440-81.5% |
| Participant deferral / active EE | $3,772 | $5,418-30.4% | $6,709-43.8% | $3,607+4.6% |
| Admin fee / account holder | $34 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |