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.
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 | $59,960 | $65,557-8.5% | $64,056-6.4% | $71,457-16.1% |
| Participation rate | 77.5% | 73.2%+4.3pp | 72.3%+5.2pp | 67.9%+9.6pp |
| Annual return | 2.94% | 18.94%-16.0pp | 33.69%-30.8pp | 28.85%-25.9pp |
| Employer contribution / active EE | $2,296 | $2,669-14.0% | $2,747-16.4% | $2,588-11.3% |
| Participant deferral / active EE | $3,317 | $3,626-8.5% | $3,880-14.5% | $4,289-22.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |