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 | $74,140 | $55,002+34.8% | $59,878+23.8% | $56,287+31.7% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.7%+23.1pp | 69.9%+27.9pp |
| Annual return | -2.70% | 1.13%-3.8pp | 3.46%-6.2pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,397 | $2,448-2.1% | $2,722-11.9% | $2,111+13.5% |
| Participant deferral / active EE | $2,397 | $3,121-23.2% | $3,402-29.5% | $3,350-28.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |