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 9-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 | $51,467 | $69,977-26.5% | $108,579-52.6% | $62,891-18.2% |
| Participation rate | 91.1% | 72.9%+18.2pp | 79.6%+11.6pp | 69.3%+21.8pp |
| Annual return | 1.45% | 10.73%-9.3pp | -51.70%+53.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,865 | $3,165-41.1% | $4,311-56.7% | $3,203-41.8% |
| Admin fee / account holder | $158 | $5,076-96.9% | $7,645-97.9% | $4,296-96.3% |