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 | $38,966 | $57,108-31.8% | $94,224-58.6% | $52,331-25.5% |
| Participation rate | 99.2% | 72.9%+26.3pp | 78.8%+20.5pp | 68.1%+31.1pp |
| Annual return | 0.56% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,469 | $1,735-15.3% | $3,587-59.0% | $1,882-21.9% |
| Participant deferral / active EE | $2,969 | $3,040-2.3% | $4,320-31.3% | $3,022-1.7% |
| Admin fee / account holder | $47 | $546-91.4% | $6,269-99.2% | $592-92.0% |