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 | $25,788 | $72,177-64.3% | $115,037-77.6% | $59,632-56.8% |
| Participation rate | 80.3% | 72.6%+7.7pp | 81.4%-1.1pp | 68.7%+11.6pp |
| Annual return | -1.37% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,382 | $4,783-29.3% | $6,026-43.9% | $3,192+6.0% |
| Admin fee / account holder | $15 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |