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 | $78,868 | $84,233-6.4% | $170,442-53.7% | $70,131+12.5% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 12.79% | 23.06%-10.3pp | 205.93%-193.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $8,595 | $3,387+153.8% | $5,433+58.2% | $2,342+266.9% |
| Participant deferral / active EE | $3,671 | $3,086+19.0% | $4,939-25.7% | $3,332+10.2% |
| Admin fee / account holder | $132 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |