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 9-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 | $27,452 | $45,035-39.0% | $62,995-56.4% | $70,131-60.9% |
| Participation rate | 95.7% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.1pp |
| Annual return | 12.57% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,452 | $2,465+80.7% | $3,329+33.7% | $3,332+33.6% |
| Admin fee / account holder | $30 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |