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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,782 | $43,504-63.7% | $68,793-77.1% | $56,287-72.0% |
| Participation rate | 92.3% | 67.8%+24.5pp | 72.2%+20.1pp | 69.9%+22.5pp |
| Annual return | 0.34% | -3.15%+3.5pp | -4.63%+5.0pp | -9.96%+10.3pp |
| Employer contribution / active EE | $856 | $1,525-43.9% | $2,625-67.4% | $2,111-59.5% |
| Participant deferral / active EE | $327 | $2,509-87.0% | $3,311-90.1% | $3,350-90.2% |
| Admin fee / account holder | $127 | $515-75.4% | $5,131-97.5% | $521-75.7% |