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 7-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 | $5,682 | $89,652-93.7% | $141,162-96.0% | $65,185-91.3% |
| Participation rate | 73.4% | 74.7%-1.3pp | 82.5%-9.0pp | 70.2%+3.2pp |
| Annual return | 125.04% | 32.79%+92.2pp | 71.39%+53.6pp | 29.38%+95.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,389 | $5,691-40.4% | $6,709-49.5% | $3,514-3.5% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-100.0% | $847-99.4% |