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.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,646 | $73,638-31.2% | $108,410-53.3% | $79,386-36.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 13.88% | 33.27%-19.4pp | 905.27%-891.4pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,739 | $2,397+14.3% | $3,558-23.0% | $2,427+12.8% |
| Participant deferral / active EE | $5,104 | $6,218-17.9% | $6,563-22.2% | $4,046+26.2% |
| Admin fee / account holder | $222 | $638-65.1% | $7,295-97.0% | $626-64.5% |