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).
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 | $16,096 | $72,492-77.8% | $87,100-81.5% | $72,985-77.9% |
| Participation rate | 82.0% | 72.8%+9.2pp | 76.9%+5.2pp | 69.5%+12.5pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,536 | $1,894-18.9% | $2,521-39.1% | $2,440-37.0% |
| Participant deferral / active EE | $2,188 | $3,270-33.1% | $4,049-45.9% | $3,607-39.3% |
| Admin fee / account holder | $9 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |