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.
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 | $11,684 | $33,914-65.5% | $63,412-81.6% | $52,331-77.7% |
| Participation rate | 73.9% | 59.6%+14.4pp | 67.1%+6.8pp | 68.1%+5.8pp |
| Annual return | -3.54% | 3.22%-6.8pp | 4.04%-7.6pp | 4.54%-8.1pp |
| Employer contribution / active EE | $908 | $1,121-19.0% | $1,814-50.0% | $1,882-51.7% |
| Participant deferral / active EE | $1,230 | $1,733-29.1% | $2,496-50.7% | $3,022-59.3% |
| Admin fee / account holder | $227 | $353-35.7% | $3,753-93.9% | $592-61.6% |