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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,845 | $111,608-40.1% | $177,821-62.4% | $73,409-8.9% |
| Participation rate | 96.3% | 87.9%+8.4pp | 87.7%+8.5pp | 72.2%+24.1pp |
| Annual return | 16.05% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $3,197 | $3,796-15.8% | $5,918-46.0% | $2,234+43.1% |
| Participant deferral / active EE | $5,872 | $6,199-5.3% | $7,714-23.9% | $3,805+54.3% |
| Admin fee / account holder | $41 | $166-75.4% | $12,427-99.7% | $158-74.2% |