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.
Participant 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 | $26,127 | $64,909-59.7% | $82,313-68.3% | $62,292-58.1% |
| Participation rate | 84.7% | 74.9%+9.9pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 17.56% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,029 | $1,676+80.7% | $2,428+24.7% | $2,042+48.3% |
| Participant deferral / active EE | $1,038 | $3,103-66.6% | $3,706-72.0% | $3,169-67.3% |
| Admin fee / account holder | $14 | $440-96.7% | $5,608-99.7% | $479-97.0% |