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 | $52,854 | $89,355-40.8% | $141,162-62.6% | $72,985-27.6% |
| Participation rate | 70.8% | 75.1%-4.3pp | 82.5%-11.6pp | 69.5%+1.3pp |
| Annual return | 23.04% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,475 | $3,114-20.5% | $4,735-47.7% | $2,440+1.4% |
| Participant deferral / active EE | $4,584 | $5,418-15.4% | $6,709-31.7% | $3,607+27.1% |
| Admin fee / account holder | $96 | $5,958-98.4% | $10,261-99.1% | $5,124-98.1% |