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.
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 | $28,593 | $56,277-49.2% | $80,975-64.7% | $62,891-54.5% |
| Participation rate | 76.3% | 69.0%+7.3pp | 75.8%+0.5pp | 69.3%+7.0pp |
| Annual return | -31.59% | 22.12%-53.7pp | 17.10%-48.7pp | 20.14%-51.7pp |
| Employer contribution / active EE | $3,818 | $1,943+96.5% | $3,714+2.8% | $2,281+67.4% |
| Participant deferral / active EE | $5,732 | $4,195+36.6% | $5,696+0.6% | $3,203+79.0% |
| Admin fee / account holder | $20 | $3,741-99.5% | $5,516-99.6% | $4,296-99.5% |