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 9-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 | $24,339 | $58,290-58.2% | $98,442-75.3% | $86,799-72.0% |
| Participation rate | 82.9% | 68.3%+14.6pp | 73.3%+9.6pp | 72.3%+10.7pp |
| Annual return | 25.69% | 43.48%-17.8pp | 1492.73%-1467.0pp | 97.91%-72.2pp |
| Employer contribution / active EE | $505 | $2,008-74.8% | $2,960-82.9% | $2,405-79.0% |
| Participant deferral / active EE | $1,401 | $3,152-55.6% | $4,276-67.2% | $4,131-66.1% |
| Admin fee / account holder | $84 | $138-39.1% | $5,949-98.6% | $170-50.5% |