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 9-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.
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 | $15,769 | $44,873-64.9% | $79,464-80.2% | $56,287-72.0% |
| Participation rate | 93.4% | 68.7%+24.7pp | 73.3%+20.0pp | 69.9%+23.5pp |
| Annual return | 0.84% | 0.81%0pp | 718.14%-717.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,276 | $2,140-40.4% | $2,800-54.4% | $2,111-39.6% |
| Participant deferral / active EE | $329 | $2,746-88.0% | $3,704-91.1% | $3,350-90.2% |
| Admin fee / account holder | $19 | $418-95.4% | $5,113-99.6% | $521-96.3% |