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 | $60,190 | $155,795-61.4% | $136,294-55.8% | $69,631-13.6% |
| Participation rate | 92.9% | 75.2%+17.6pp | 81.9%+10.9pp | 70.7%+22.2pp |
| Annual return | 21.93% | 232464.33%-232442.4pp | 5155.94%-5134.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $1,551 | $2,991-48.2% | $4,695-67.0% | $2,032-23.7% |
| Participant deferral / active EE | $8,534 | $5,394+58.2% | $6,247+36.6% | $3,224+164.7% |
| Admin fee / account holder | $135 | $128+5.3% | $9,243-98.5% | $110+22.2% |