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.
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 | $9,863 | $49,177-79.9% | $79,464-87.6% | $64,186-84.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.85% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,069 | $2,076-48.5% | $2,800-61.8% | $2,381-55.1% |
| Participant deferral / active EE | $1,055 | $2,821-62.6% | $3,704-71.5% | $3,470-69.6% |
| Admin fee / account holder | $14 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |