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 8-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.
Employer contribution per participant 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 | $24,619 | $89,652-72.5% | $141,162-82.6% | $65,185-62.2% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 44.08% | 32.79%+11.3pp | 71.39%-27.3pp | 29.38%+14.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,587 | $5,691+103.6% | $6,709+72.7% | $3,514+229.8% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-99.9% | $847-99.4% |