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 6-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,024 | $46,732-87.1% | $156,549-96.2% | $55,167-89.1% |
| Participation rate | 89.4% | 65.8%+23.6pp | 84.0%+5.4pp | 69.0%+20.4pp |
| Annual return | 18.28% | 17.72%+0.6pp | 32.23%-13.9pp | 169.23%-150.9pp |
| Employer contribution / active EE | $1,380 | $2,105-34.5% | $5,501-74.9% | $1,963-29.7% |
| Participant deferral / active EE | $1,081 | $2,204-51.0% | $4,871-77.8% | $3,054-64.6% |
| Admin fee / account holder | $19 | $418-95.4% | $13,027-99.9% | $504-96.2% |