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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,976 | $75,828-47.3% | $147,614-72.9% | $59,632-33.0% |
| Participation rate | 81.7% | 71.6%+10.1pp | 84.6%-2.9pp | 68.7%+13.0pp |
| Annual return | -2.68% | 0.37%-3.0pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,411 | $3,485-59.5% | $5,564-74.6% | $2,203-35.9% |
| Participant deferral / active EE | $2,604 | $3,130-16.8% | $4,895-46.8% | $3,192-18.4% |
| Admin fee / account holder | $147 | $5,985-97.5% | $11,611-98.7% | $4,297-96.6% |