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 | $38,824 | $143,525-72.9% | $379,746-89.8% | $90,288-57.0% |
| Participation rate | 84.5% | 82.9%+1.6pp | 78.4%+6.1pp | 73.4%+11.1pp |
| Annual return | 21.37% | 18.97%+2.4pp | 34.90%-13.5pp | 53.97%-32.6pp |
| Employer contribution / active EE | $1,042 | $3,201-67.5% | $3,540-70.6% | $2,524-58.7% |
| Participant deferral / active EE | $1,495 | $5,231-71.4% | $6,024-75.2% | $4,232-64.7% |
| Admin fee / account holder | $3 | $100-97.0% | $7,927-100.0% | $114-97.4% |