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 | $44,293 | $57,976-23.6% | $62,995-29.7% | $62,292-28.9% |
| Participation rate | 90.4% | 75.9%+14.5pp | 74.8%+15.6pp | 69.5%+20.9pp |
| Annual return | 11.34% | 17.54%-6.2pp | 87.57%-76.2pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,317 | $2,415-45.5% | $2,759-52.3% | $2,042-35.5% |
| Participant deferral / active EE | $1,729 | $2,956-41.5% | $3,329-48.1% | $3,169-45.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |