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.
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 | $35,103 | $71,192-50.7% | $117,854-70.2% | $62,292-43.6% |
| Participation rate | 73.6% | 74.2%-0.6pp | 79.7%-6.1pp | 69.5%+4.1pp |
| Annual return | 15.37% | 18.66%-3.3pp | 335.08%-319.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $211 | $1,934-89.1% | $3,786-94.4% | $2,042-89.7% |
| Participant deferral / active EE | $3,644 | $3,189+14.3% | $4,482-18.7% | $3,169+15.0% |
| Admin fee / account holder | $36 | $587-93.8% | $8,020-99.5% | $479-92.4% |