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 | $14,887 | $62,928-76.3% | $172,739-91.4% | $67,579-78.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 3.40% | 30.36%-27.0pp | 802.84%-799.4pp | 378.56%-375.2pp |
| Employer contribution / active EE | $1,321 | $1,636-19.3% | $5,143-74.3% | $2,148-38.5% |
| Participant deferral / active EE | $898 | $2,145-58.1% | $5,198-82.7% | $3,539-74.6% |
| Admin fee / account holder | $15 | $167-90.9% | $13,954-99.9% | $142-89.3% |