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.
Employer 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 | $36,794 | $75,284-51.1% | $91,001-59.6% | $69,631-47.2% |
| Participation rate | 80.9% | 80.4%+0.5pp | 75.6%+5.3pp | 70.7%+10.2pp |
| Annual return | 17.91% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $564 | $2,473-77.2% | $2,456-77.0% | $2,032-72.2% |
| Participant deferral / active EE | $2,206 | $3,700-40.4% | $3,547-37.8% | $3,224-31.6% |
| Admin fee / account holder | $78 | $111-29.7% | $5,417-98.6% | $110-29.6% |