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 | $21,645 | $43,550-50.3% | $63,517-65.9% | $52,331-58.6% |
| Participation rate | 70.2% | 65.7%+4.5pp | 71.0%-0.8pp | 68.1%+2.1pp |
| Annual return | -1.53% | 2.03%-3.6pp | -70.30%+68.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,286 | $1,351-4.8% | $2,322-44.6% | $1,882-31.7% |
| Participant deferral / active EE | $1,880 | $2,254-16.6% | $2,953-36.3% | $3,022-37.8% |
| Admin fee / account holder | $7 | $387-98.3% | $5,892-99.9% | $592-98.9% |