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.
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 | $30,912 | $88,370-65.0% | $112,977-72.6% | $79,858-61.3% |
| Participation rate | 90.5% | 76.8%+13.7pp | 82.6%+7.9pp | 69.6%+20.8pp |
| Annual return | 30.86% | 23.16%+7.7pp | 24.24%+6.6pp | 31.71%-0.9pp |
| Employer contribution / active EE | $341 | $3,398-90.0% | $4,255-92.0% | $2,471-86.2% |
| Participant deferral / active EE | $1,087 | $4,536-76.0% | $5,836-81.4% | $3,740-70.9% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |