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 5-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 | $90,728 | $45,035+101.5% | $62,995+44.0% | $70,131+29.4% |
| Participation rate | 88.3% | 69.5%+18.8pp | 74.8%+13.5pp | 69.5%+18.8pp |
| Annual return | 13.75% | 18.76%-5.0pp | 87.57%-73.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,659 | $2,465+89.0% | $3,329+39.9% | $3,332+39.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |