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 | $62,542 | $65,592-4.6% | $90,160-30.6% | $69,631-10.2% |
| Participation rate | 89.7% | 77.6%+12.0pp | 76.9%+12.8pp | 70.7%+19.0pp |
| Annual return | 18.21% | 57.10%-38.9pp | 34.88%-16.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,517 | $5,257-33.1% | $5,288-33.5% | $3,224+9.1% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |