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 4-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 | $119,543 | $38,833+207.8% | $78,778+51.7% | $77,958+53.3% |
| Participation rate | 95.3% | 60.9%+34.4pp | 69.2%+26.1pp | 71.6%+23.7pp |
| Annual return | 13.57% | 20.31%-6.7pp | 35.62%-22.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $3,904 | $840+365.0% | $1,986+96.6% | $2,310+69.0% |
| Participant deferral / active EE | $6,529 | $1,776+267.7% | $2,958+120.7% | $3,537+84.6% |
| Admin fee / account holder | $113 | $89+27.3% | $5,134-97.8% | $97+16.4% |