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.
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 | $94,650 | $69,231+36.7% | $91,989+2.9% | $67,579+40.1% |
| Participation rate | 73.4% | 78.9%-5.5pp | 78.6%-5.2pp | 71.3%+2.1pp |
| Annual return | 23.60% | 32.03%-8.4pp | 69.02%-45.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $668 | $2,284-70.8% | $3,452-80.7% | $2,148-68.9% |
| Participant deferral / active EE | $2,174 | $5,854-62.9% | $5,923-63.3% | $3,539-38.6% |
| Admin fee / account holder | $0 | $107-100.0% | $7,743-100.0% | $142-100.0% |