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 9-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 | $53,690 | $55,182-2.7% | $73,307-26.8% | $55,191-2.7% |
| Participation rate | 89.6% | 73.9%+15.6pp | 74.9%+14.7pp | 69.2%+20.4pp |
| Annual return | 3.04% | 8.55%-5.5pp | 5.67%-2.6pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,286 | $4,641-7.6% | $4,991-14.1% | $3,046+40.7% |
| Admin fee / account holder | $0 | $68-100.0% | $5,637-100.0% | $91-100.0% |