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 | $12,632 | $58,208-78.3% | $81,812-84.6% | $80,856-84.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.96% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $327 | $2,340-86.0% | $2,912-88.8% | $2,755-88.1% |
| Participant deferral / active EE | $283 | $3,281-91.4% | $4,319-93.5% | $4,296-93.4% |
| Admin fee / account holder | $1 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |