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 | $74,179 | $52,467+41.4% | $57,179+29.7% | $55,167+34.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 75.3%+4.7pp | 69.0%+11.0pp |
| Annual return | 6.94% | 7.72%-0.8pp | 14.59%-7.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $4,271 | $2,477+72.4% | $2,682+59.2% | $1,963+117.6% |
| Participant deferral / active EE | $3,615 | $2,830+27.7% | $3,096+16.8% | $3,054+18.4% |
| Admin fee / account holder | $8 | $269-97.1% | $3,139-99.7% | $504-98.4% |