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 | $46,068 | $43,327+6.3% | $59,878-23.1% | $64,186-28.2% |
| Participation rate | 77.7% | 69.2%+8.5pp | 74.7%+3.0pp | 69.6%+8.1pp |
| Annual return | -2.70% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,590 | $2,028-21.6% | $2,722-41.6% | $2,381-33.2% |
| Participant deferral / active EE | $1,938 | $2,546-23.9% | $3,402-43.0% | $3,470-44.1% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |