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 | $146,719 | $51,288+186.1% | $81,983+79.0% | $73,409+99.9% |
| Participation rate | 96.0% | 64.0%+32.0pp | 69.2%+26.8pp | 72.2%+23.8pp |
| Annual return | 15.89% | 29.48%-13.6pp | 41.31%-25.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $7,915 | $1,487+432.3% | $2,498+216.8% | $2,234+254.3% |
| Participant deferral / active EE | $10,210 | $2,715+276.0% | $3,722+174.3% | $3,805+168.3% |
| Admin fee / account holder | -$44 | $125-134.9% | $5,664-100.8% | $158-127.7% |