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 | $73,560 | $45,035+63.3% | $62,995+16.8% | $70,131+4.9% |
| Participation rate | 98.9% | 69.5%+29.3pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,949 | $2,051+92.5% | $2,759+43.1% | $2,342+68.6% |
| Participant deferral / active EE | $6,020 | $2,465+144.3% | $3,329+80.8% | $3,332+80.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |