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.
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 | $17,599 | $52,953-66.8% | $172,739-89.8% | $65,185-73.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.4pp | 70.2%+17.8pp |
| Annual return | 13.86% | 30.12%-16.3pp | 802.84%-789.0pp | 29.38%-15.5pp |
| Employer contribution / active EE | $374 | $2,190-82.9% | $5,143-92.7% | $2,177-82.8% |
| Participant deferral / active EE | $1,279 | $2,471-48.2% | $5,198-75.4% | $3,514-63.6% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |