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.
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 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 | $206,593 | $70,908+191.4% | $98,907+108.9% | $73,488+181.1% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 8.22% | 34.17%-25.9pp | 196.43%-188.2pp | 28.51%-20.3pp |
| Employer contribution / active EE | $8,180 | $2,036+301.7% | $2,689+204.2% | $2,270+260.4% |
| Participant deferral / active EE | $9,075 | $3,500+159.3% | $4,244+113.8% | $3,740+142.7% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |