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 8-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 | $20,289 | $46,360-56.2% | $147,614-86.3% | $52,331-61.2% |
| Participation rate | 78.8% | 64.9%+13.9pp | 84.6%-5.8pp | 68.1%+10.7pp |
| Annual return | 0.38% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $88 | $2,126-95.9% | $5,564-98.4% | $1,882-95.3% |
| Participant deferral / active EE | $476 | $2,258-78.9% | $4,895-90.3% | $3,022-84.3% |
| Admin fee / account holder | $4 | $766-99.5% | $11,611-100.0% | $592-99.4% |