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 | $84,519 | $57,976+45.8% | $62,995+34.2% | $62,292+35.7% |
| Participation rate | 77.7% | 75.9%+1.7pp | 74.8%+2.8pp | 69.5%+8.1pp |
| Annual return | 15.18% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $4,098 | $2,415+69.7% | $2,759+48.5% | $2,042+100.7% |
| Participant deferral / active EE | $3,717 | $2,956+25.7% | $3,329+11.6% | $3,169+17.3% |
| Admin fee / account holder | $8 | $276-97.2% | $3,600-99.8% | $479-98.4% |