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 | $23,829 | $49,227-51.6% | $70,449-66.2% | $79,858-70.2% |
| Participation rate | 89.1% | 69.2%+19.9pp | 75.1%+14.0pp | 69.6%+19.4pp |
| Annual return | 4.93% | 30.06%-25.1pp | 109.03%-104.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,984 | $2,099-5.5% | $2,737-27.5% | $2,471-19.7% |
| Participant deferral / active EE | $2,992 | $2,768+8.1% | $3,709-19.3% | $3,740-20.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |