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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,940 | $55,453-82.1% | $170,442-94.2% | $62,292-84.0% |
| Participation rate | 72.1% | 66.4%+5.8pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 13.17% | 21.38%-8.2pp | 205.93%-192.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,159 | $2,164-46.4% | $5,433-78.7% | $2,042-43.2% |
| Participant deferral / active EE | $916 | $2,303-60.2% | $4,939-81.5% | $3,169-71.1% |
| Admin fee / account holder | $1 | $455-99.7% | $13,880-100.0% | $479-99.7% |