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.
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 | $13,414 | $37,134-63.9% | $100,671-86.7% | $52,331-74.4% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -0.48% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,774 | $1,187+49.4% | $4,012-55.8% | $1,882-5.7% |
| Participant deferral / active EE | $2,421 | $2,163+11.9% | $3,144-23.0% | $3,022-19.9% |
| Admin fee / account holder | $9 | $467-98.0% | $4,850-99.8% | $592-98.4% |