Filed April 29, 2022
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.
Employer 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 | $6,512 | $80,177-91.9% | $123,892-94.7% | $57,658-88.7% |
| Participation rate | 79.5% | 74.4%+5.1pp | 81.4%-1.9pp | 70.2%+9.3pp |
| Annual return | 10.09% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,449 | $5,130-52.3% | $5,984-59.1% | $3,061-20.0% |
| Admin fee / account holder | $2 | $106-98.1% | $8,357-100.0% | $95-97.9% |