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 | $55,614 | $80,753-31.1% | $136,294-59.2% | $62,292-10.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 34.69% | 35.83%-1.1pp | 5155.94%-5121.2pp | 28.90%+5.8pp |
| Employer contribution / active EE | $5,055 | $2,884+75.3% | $4,695+7.7% | $2,042+147.5% |
| Participant deferral / active EE | $7,337 | $5,164+42.1% | $6,247+17.4% | $3,169+131.5% |
| Admin fee / account holder | $14 | $525-97.4% | $9,243-99.8% | $479-97.1% |