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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,232 | $65,322-1.7% | $70,449-8.8% | $73,488-12.6% |
| Participation rate | 80.7% | 77.0%+3.7pp | 75.1%+5.6pp | 70.7%+10.0pp |
| Annual return | 12.75% | 15.71%-3.0pp | 109.03%-96.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,018 | $3,375-10.6% | $3,709-18.6% | $3,740-19.3% |
| Admin fee / account holder | $20 | $214-90.4% | $3,845-99.5% | $513-96.0% |