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 | $30,490 | $61,616-50.5% | $105,722-71.2% | $55,167-44.7% |
| Participation rate | 98.3% | 72.9%+25.3pp | 78.9%+19.4pp | 69.0%+29.3pp |
| Annual return | 4.90% | 11.15%-6.3pp | 12.25%-7.4pp | 169.23%-164.3pp |
| Employer contribution / active EE | $2,285 | $3,043-24.9% | $4,079-44.0% | $1,963+16.4% |
| Participant deferral / active EE | $2,130 | $4,213-49.4% | $5,326-60.0% | $3,054-30.3% |
| Admin fee / account holder | $14 | $379-96.2% | $8,308-99.8% | $504-97.1% |