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 | $110,481 | $45,152+144.7% | $73,843+49.6% | $59,632+85.3% |
| Participation rate | 83.3% | 64.0%+19.3pp | 73.4%+9.9pp | 68.7%+14.7pp |
| Annual return | 2.06% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $5,483 | $1,902+188.3% | $2,787+96.7% | $2,203+148.9% |
| Participant deferral / active EE | $3,806 | $2,574+47.9% | $3,583+6.2% | $3,192+19.2% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |