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.
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).
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 | $14,115 | $52,467-73.1% | $57,179-75.3% | $55,167-74.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 75.3%+18.0pp | 69.0%+24.3pp |
| Annual return | 5.88% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,668 | $2,477-32.7% | $2,682-37.8% | $1,963-15.0% |
| Participant deferral / active EE | $747 | $2,830-73.6% | $3,096-75.9% | $3,054-75.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |