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.
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).
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 | $8,458 | $52,953-84.0% | $172,739-95.1% | $65,185-87.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.4pp | 70.2%+17.8pp |
| Annual return | 18.13% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,330 | $2,190+6.4% | $5,143-54.7% | $2,177+7.0% |
| Participant deferral / active EE | $1,613 | $2,471-34.7% | $5,198-69.0% | $3,514-54.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |