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 8-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 | $9,261 | $51,620-82.1% | $90,281-89.7% | $65,185-85.8% |
| Participation rate | 89.1% | 68.6%+20.4pp | 73.3%+15.8pp | 70.2%+18.9pp |
| Annual return | 17.90% | 24.94%-7.0pp | 78.10%-60.2pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,622 | $2,235+17.3% | $2,854-8.1% | $2,177+20.5% |
| Participant deferral / active EE | $1,344 | $2,871-53.2% | $3,885-65.4% | $3,514-61.8% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |