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 | $40,221 | $83,477-51.8% | $125,175-67.9% | $72,985-44.9% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 24.77% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,333 | $2,345+84.8% | $3,865+12.1% | $2,440+77.6% |
| Participant deferral / active EE | $7,081 | $3,585+97.5% | $4,937+43.4% | $3,607+96.3% |
| Admin fee / account holder | $8 | $5,517-99.9% | $9,702-99.9% | $5,124-99.8% |