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 | $11,268 | $58,879-80.9% | $178,490-93.7% | $73,488-84.7% |
| Participation rate | 84.8% | 66.2%+18.6pp | 81.9%+2.9pp | 70.7%+14.1pp |
| Annual return | 15.61% | 24.86%-9.2pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,614 | $2,236+16.9% | $5,011-47.8% | $2,270+15.1% |
| Participant deferral / active EE | $1,599 | $2,567-37.7% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |