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.
Annual investment return 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 | $116,658 | $89,652+30.1% | $141,162-17.4% | $65,185+79.0% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.8pp | 70.2%+24.1pp |
| Annual return | 4.42% | 32.79%-28.4pp | 71.39%-67.0pp | 29.38%-25.0pp |
| Employer contribution / active EE | $8,148 | $3,065+165.9% | $4,735+72.1% | $2,177+274.3% |
| Participant deferral / active EE | $5,080 | $5,691-10.7% | $6,709-24.3% | $3,514+44.6% |
| Admin fee / account holder | $36 | $569-93.7% | $10,261-99.7% | $847-95.8% |