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.
Form 5500 reported that benefits due were not provided when due.
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 | $55,665 | $73,404-24.2% | $87,100-36.1% | $67,579-17.6% |
| Participation rate | 83.7% | 80.9%+2.8pp | 76.9%+6.8pp | 71.3%+12.4pp |
| Annual return | 26.61% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-351.9pp |
| Employer contribution / active EE | $1,661 | $2,014-17.5% | $2,521-34.1% | $2,148-22.6% |
| Participant deferral / active EE | $2,556 | $3,913-34.7% | $4,049-36.9% | $3,539-27.8% |
| Admin fee / account holder | $9 | $142-94.0% | $7,497-99.9% | $142-94.0% |