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 | $28,005 | $55,453-49.5% | $170,442-83.6% | $62,292-55.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 83.6%+8.1pp | 69.5%+22.2pp |
| Annual return | 21.70% | 21.38%+0.3pp | 205.93%-184.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $371 | $2,164-82.9% | $5,433-93.2% | $2,042-81.8% |
| Participant deferral / active EE | $2,542 | $2,303+10.4% | $4,939-48.5% | $3,169-19.8% |
| Admin fee / account holder | $17 | $455-96.4% | $13,880-99.9% | $479-96.5% |