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.
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 | $0 | $44,059-100.0% | $71,671-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 68.7%-68.7pp | 70.7%-70.7pp |
| Annual return | 12.48% | 21.97%-9.5pp | 20.65%-8.2pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $461 | $2,370-80.6% | $3,438-86.6% | $3,224-85.7% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |