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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,999 | $99,957+131.1% | $149,696+54.3% | $73,488+214.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 12.88% | 53.87%-41.0pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $9,655 | $3,191+202.6% | $4,644+107.9% | $2,270+325.3% |
| Participant deferral / active EE | $10,504 | $6,073+73.0% | $6,842+53.5% | $3,740+180.9% |
| Admin fee / account holder | $27 | $551-95.1% | $9,309-99.7% | $513-94.8% |