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.
Employer contribution per participant 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 | $0 | $37,196-100.0% | $154,107-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | -1.67% | 1319.68%-1321.3pp | 735.12%-736.8pp | 244.93%-246.6pp |
| Employer contribution / active EE | $201 | $1,614-87.6% | $5,298-96.2% | $2,078-90.4% |
| Participant deferral / active EE | $362 | $2,068-82.5% | $5,081-92.9% | $3,356-89.2% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |