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 | $190,316 | $75,183+153.1% | $123,892+53.6% | $55,167+245.0% |
| Participation rate | 91.7% | 72.8%+18.8pp | 81.4%+10.3pp | 69.0%+22.7pp |
| Annual return | 7.81% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,982 | $2,823+41.0% | $4,617-13.7% | $1,963+102.9% |
| Participant deferral / active EE | $8,839 | $5,084+73.8% | $5,984+47.7% | $3,054+189.4% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.1% |