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 | $25,398 | $76,552-66.8% | $123,892-79.5% | $62,891-59.6% |
| Participation rate | 79.0% | 73.0%+6.0pp | 81.4%-2.4pp | 69.3%+9.7pp |
| Annual return | 82.85% | 18.68%+64.2pp | 47.52%+35.3pp | 20.14%+62.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,108 | $4,840+88.2% | $5,984+52.2% | $3,203+184.4% |
| Admin fee / account holder | $30 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |