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 | $32,357 | $43,327-25.3% | $59,878-46.0% | $64,186-49.6% |
| Participation rate | 70.2% | 69.2%+1.0pp | 74.7%-4.5pp | 69.6%+0.6pp |
| Annual return | -3.05% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,969 | $2,028-2.9% | $2,722-27.6% | $2,381-17.3% |
| Participant deferral / active EE | $3,212 | $2,546+26.2% | $3,402-5.6% | $3,470-7.4% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |