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.
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 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 | $4,542 | $47,456-90.4% | $172,739-97.4% | $77,787-94.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 24.99% | 35.57%-10.6pp | 802.84%-777.8pp | 32.57%-7.6pp |
| Employer contribution / active EE | $244 | $1,574-84.5% | $5,143-95.2% | $2,504-90.2% |
| Participant deferral / active EE | $677 | $2,560-73.6% | $5,198-87.0% | $3,967-82.9% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |