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.
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 | $17,159 | $78,705-78.2% | $117,854-85.4% | $70,131-75.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.00% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,812 | $2,223-18.5% | $3,786-52.2% | $2,342-22.7% |
| Participant deferral / active EE | $2,365 | $3,297-28.3% | $4,482-47.2% | $3,332-29.0% |
| Admin fee / account holder | $22 | $5,065-99.6% | $8,020-99.7% | $4,645-99.5% |