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 | $47,584 | $58,726-19.0% | $92,233-48.4% | $62,292-23.6% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 12.50% | 43.62%-31.1pp | 176.28%-163.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $11,050 | $2,392+362.0% | $3,679+200.3% | $2,042+441.1% |
| Participant deferral / active EE | $1,555 | $2,766-43.8% | $3,897-60.1% | $3,169-50.9% |
| Admin fee / account holder | $250 | $556-55.0% | $5,194-95.2% | $479-47.8% |