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 | $53,027 | $89,739-40.9% | $149,718-64.6% | $62,292-14.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.07% | 21.01%-9.9pp | 1501.63%-1490.6pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,943 | $3,233+22.0% | $5,445-27.6% | $2,042+93.1% |
| Participant deferral / active EE | $2,761 | $4,797-42.4% | $6,569-58.0% | $3,169-12.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |