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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,090 | $71,480-60.7% | $90,782-69.1% | $64,186-56.2% |
| Participation rate | 83.8% | 77.6%+6.3pp | 82.7%+1.2pp | 69.6%+14.3pp |
| Annual return | -8.23% | -4.25%-4.0pp | -3.42%-4.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,943 | $3,415-43.1% | $4,105-52.7% | $2,381-18.4% |
| Participant deferral / active EE | $2,518 | $4,302-41.5% | $5,366-53.1% | $3,470-27.4% |
| Admin fee / account holder | $227 | $6,309-96.4% | $5,908-96.2% | $4,888-95.4% |