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 | $216,013 | $45,283+377.0% | $155,790+38.7% | $52,331+312.8% |
| Participation rate | 98.2% | 62.2%+36.0pp | 76.1%+22.1pp | 68.1%+30.1pp |
| Annual return | 0.07% | 1.80%-1.7pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $22,301 | $1,329+1578.3% | $3,836+481.4% | $1,882+1085.2% |
| Participant deferral / active EE | $11,196 | $2,854+292.2% | $4,797+133.4% | $3,022+270.5% |
| Admin fee / account holder | $2 | $981-99.8% | $7,478-100.0% | $592-99.7% |