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 | $48,073 | $45,035+6.7% | $62,995-23.7% | $70,131-31.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.17% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,915 | $2,051-6.7% | $2,759-30.6% | $2,342-18.3% |
| Participant deferral / active EE | $2,141 | $2,465-13.1% | $3,329-35.7% | $3,332-35.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |