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 | $27,865 | $76,000-63.3% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 74.3% | 70.4%+3.9pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | -3.80% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,638 | $3,351-51.1% | $5,298-69.1% | $2,381-31.2% |
| Participant deferral / active EE | $1,091 | $3,175-65.7% | $5,081-78.5% | $3,470-68.6% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |