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.
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 | $45,316 | $80,177-43.5% | $123,892-63.4% | $57,658-21.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.67% | 17.90%-8.2pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $973 | $2,913-66.6% | $4,617-78.9% | $1,974-50.7% |
| Participant deferral / active EE | $6,046 | $5,130+17.9% | $5,984+1.0% | $3,061+97.5% |
| Admin fee / account holder | $108 | $106+1.6% | $8,357-98.7% | $95+14.3% |