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 | $51,846 | $73,404-29.4% | $87,100-40.5% | $67,579-23.3% |
| Participation rate | 93.4% | 80.9%+12.5pp | 76.9%+16.5pp | 71.3%+22.1pp |
| Annual return | 23.51% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,612 | $2,014+29.7% | $2,521+3.6% | $2,148+21.6% |
| Participant deferral / active EE | $4,071 | $3,913+4.0% | $4,049+0.5% | $3,539+15.0% |
| Admin fee / account holder | $19 | $142-86.9% | $7,497-99.8% | $142-87.0% |