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 | $22,027 | $45,073-51.1% | $69,455-68.3% | $72,985-69.8% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 5.21% | 22.65%-17.4pp | 28.97%-23.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,261 | $2,054+10.1% | $2,779-18.6% | $2,440-7.3% |
| Participant deferral / active EE | $1,644 | $2,602-36.8% | $3,535-53.5% | $3,607-54.4% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |