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 | $27,120 | $99,628-72.8% | $105,218-74.2% | $59,188-54.2% |
| Participation rate | 78.8% | 80.5%-1.6pp | 77.2%+1.6pp | 69.4%+9.4pp |
| Annual return | 0.89% | 3.21%-2.3pp | 5.33%-4.4pp | 5.51%-4.6pp |
| Employer contribution / active EE | $798 | $2,454-67.5% | $3,255-75.5% | $2,098-62.0% |
| Participant deferral / active EE | $966 | $4,189-76.9% | $4,867-80.1% | $3,265-70.4% |
| Admin fee / account holder | $0 | $62-99.5% | $6,992-100.0% | $92-99.6% |