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).
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 | $52,827 | $40,256+31.2% | $57,343-7.9% | $59,632-11.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 151.77% | 27.49%+124.3pp | 24.39%+127.4pp | 2041.28%-1889.5pp |
| Employer contribution / active EE | $4,629 | $1,922+140.9% | $2,689+72.2% | $2,203+110.2% |
| Participant deferral / active EE | $2,819 | $2,399+17.5% | $3,162-10.9% | $3,192-11.7% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |