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 8-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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,078 | $46,722-80.6% | $130,648-93.1% | $65,185-86.1% |
| Participation rate | 72.1% | 60.9%+11.1pp | 71.7%+0.3pp | 70.2%+1.9pp |
| Annual return | 25.90% | 24.17%+1.7pp | 1708.96%-1683.1pp | 29.38%-3.5pp |
| Employer contribution / active EE | $1,501 | $1,488+0.9% | $4,092-63.3% | $2,177-31.0% |
| Participant deferral / active EE | $2,118 | $2,545-16.8% | $3,603-41.2% | $3,514-39.7% |
| Admin fee / account holder | $27 | $453-94.0% | $5,464-99.5% | $847-96.8% |