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 | $115,526 | $53,822+114.6% | $75,696+52.6% | $85,850+34.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.83% | 24.54%-2.7pp | 104.53%-82.7pp | 318.53%-296.7pp |
| Employer contribution / active EE | $9,776 | $2,017+384.8% | $2,743+256.4% | $2,565+281.1% |
| Participant deferral / active EE | $4,626 | $2,895+59.8% | $3,821+21.1% | $3,952+17.1% |
| Admin fee / account holder | $18 | $3,343-99.5% | $3,619-99.5% | $6,260-99.7% |