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 | $80,780 | $57,976+39.3% | $62,995+28.2% | $62,292+29.7% |
| Participation rate | 97.6% | 75.9%+21.6pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 13.38% | 17.54%-4.2pp | 87.57%-74.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $2,352 | $2,415-2.6% | $2,759-14.8% | $2,042+15.1% |
| Participant deferral / active EE | $2,352 | $2,956-20.4% | $3,329-29.4% | $3,169-25.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |