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 | $248,708 | $99,957+148.8% | $149,696+66.1% | $73,488+238.4% |
| Participation rate | 83.9% | 75.7%+8.2pp | 82.5%+1.4pp | 70.7%+13.2pp |
| Annual return | 14.10% | 53.87%-39.8pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,194 | $3,191+0.1% | $4,644-31.2% | $2,270+40.7% |
| Participant deferral / active EE | $7,800 | $6,073+28.4% | $6,842+14.0% | $3,740+108.6% |
| Admin fee / account holder | $14 | $551-97.5% | $9,309-99.9% | $513-97.3% |