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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,837 | $58,726-39.0% | $92,233-61.1% | $62,292-42.5% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 16.68% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $5,029 | $2,392+110.3% | $3,679+36.7% | $2,042+146.3% |
| Participant deferral / active EE | $1,075 | $2,766-61.1% | $3,897-72.4% | $3,169-66.1% |
| Admin fee / account holder | $127 | $556-77.2% | $5,194-97.6% | $479-73.6% |