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 | $79,139 | $43,327+82.7% | $59,878+32.2% | $64,186+23.3% |
| Participation rate | 89.4% | 69.2%+20.2pp | 74.7%+14.7pp | 69.6%+19.8pp |
| Annual return | -2.64% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,581 | $2,546+79.9% | $3,402+34.6% | $3,470+32.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |