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).
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 | $33,114 | $127,218-74.0% | $392,568-91.6% | $77,787-57.4% |
| Participation rate | 83.9% | 82.0%+1.9pp | 78.1%+5.8pp | 73.2%+10.6pp |
| Annual return | 20.40% | 25.27%-4.9pp | 24.42%-4.0pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,067 | $3,064-65.2% | $3,783-71.8% | $2,504-57.4% |
| Participant deferral / active EE | $1,413 | $4,820-70.7% | $5,985-76.4% | $3,967-64.4% |
| Admin fee / account holder | $1 | $89-99.2% | $6,260-100.0% | $100-99.3% |