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.
Employer contribution per participant 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 | $145,657 | $107,045+36.1% | $108,745+33.9% | $63,975+127.7% |
| Participation rate | 77.0% | 81.9%-4.9pp | 77.7%-0.7pp | 71.1%+5.8pp |
| Annual return | 9.20% | 18.14%-8.9pp | 46.22%-37.0pp | 48.65%-39.5pp |
| Employer contribution / active EE | $702 | $2,651-73.5% | $3,323-78.9% | $2,182-67.8% |
| Participant deferral / active EE | $6,377 | $4,292+48.6% | $5,121+24.5% | $3,356+90.0% |
| Admin fee / account holder | $0 | $67-100.0% | $6,144-100.0% | $70-100.0% |