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.
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 | $82,985 | $95,542-13.1% | $69,455+19.5% | $67,579+22.8% |
| Participation rate | 97.2% | 79.4%+17.8pp | 74.6%+22.6pp | 71.3%+25.9pp |
| Annual return | 16.91% | 17.67%-0.8pp | 28.97%-12.1pp | 378.56%-361.6pp |
| Employer contribution / active EE | $1,739 | $2,989-41.8% | $2,779-37.4% | $2,148-19.0% |
| Participant deferral / active EE | $1,483 | $3,263-54.6% | $3,535-58.1% | $3,539-58.1% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |