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 | $26,670 | $60,165-55.7% | $74,183-64.0% | $55,167-51.7% |
| Participation rate | 77.3% | 74.2%+3.2pp | 76.6%+0.7pp | 69.0%+8.4pp |
| Annual return | 6.11% | 10.00%-3.9pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $329 | $1,600-79.5% | $2,370-86.1% | $1,963-83.3% |
| Participant deferral / active EE | $1,133 | $2,973-61.9% | $3,550-68.1% | $3,054-62.9% |
| Admin fee / account holder | $2 | $419-99.4% | $5,586-100.0% | $504-99.5% |