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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,269 | $225,748-67.1% | $136,294-45.5% | - |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | - |
| Annual return | 18.65% | 13.52%+5.1pp | 5155.94%-5137.3pp | - |
| Employer contribution / active EE | $2,508 | $3,134-20.0% | $4,695-46.6% | - |
| Participant deferral / active EE | $10,368 | $4,803+115.9% | $6,247+66.0% | - |
| Admin fee / account holder | $10 | $10,864-99.9% | $9,243-99.9% | - |