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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,988 | $57,281-79.1% | $86,612-86.2% | $75,163-84.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.05% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,462 | $2,314-36.8% | $3,022-51.6% | $2,670-45.2% |
| Participant deferral / active EE | $726 | $3,318-78.1% | $4,438-83.6% | $4,125-82.4% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |