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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,897 | $72,492-75.3% | $87,100-79.5% | $72,985-75.5% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 20.52% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,662 | $1,894-12.2% | $2,521-34.1% | $2,440-31.9% |
| Participant deferral / active EE | $3,304 | $3,270+1.1% | $4,049-18.4% | $3,607-8.4% |
| Admin fee / account holder | $249 | $5,055-95.1% | $7,497-96.7% | $5,124-95.1% |