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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,725 | $74,706-46.8% | $75,696-47.5% | $79,386-50.0% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 18.62% | 18.52%+0.1pp | 104.53%-85.9pp | 116.85%-98.2pp |
| Employer contribution / active EE | $6,748 | $2,590+160.6% | $2,743+146.1% | $2,427+178.0% |
| Participant deferral / active EE | $2,540 | $3,533-28.1% | $3,821-33.5% | $4,046-37.2% |
| Admin fee / account holder | $51 | $374-86.3% | $3,619-98.6% | $626-91.8% |