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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,039 | $66,124-84.8% | $90,404-88.9% | $73,488-86.3% |
| Participation rate | 72.2% | 69.7%+2.6pp | 72.7%-0.5pp | 70.7%+1.5pp |
| Annual return | 10.85% | 17.65%-6.8pp | 1293.02%-1282.2pp | 28.51%-17.7pp |
| Employer contribution / active EE | $287 | $2,346-87.8% | $3,262-91.2% | $2,270-87.4% |
| Participant deferral / active EE | $839 | $3,039-72.4% | $3,963-78.8% | $3,740-77.6% |
| Admin fee / account holder | $67 | $396-83.1% | $5,611-98.8% | $513-87.0% |