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).
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 | $40,236 | $55,002-26.8% | $59,878-32.8% | $56,287-28.5% |
| Participation rate | 87.3% | 75.9%+11.4pp | 74.7%+12.6pp | 69.9%+17.4pp |
| Annual return | 62.74% | 1.13%+61.6pp | 3.46%+59.3pp | -9.96%+72.7pp |
| Employer contribution / active EE | $4,358 | $2,448+78.0% | $2,722+60.1% | $2,111+106.5% |
| Participant deferral / active EE | $827 | $3,121-73.5% | $3,402-75.7% | $3,350-75.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |