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 | $38,176 | $45,073-15.3% | $69,455-45.0% | $72,985-47.7% |
| Participation rate | 72.9% | 68.5%+4.4pp | 74.6%-1.7pp | 69.5%+3.4pp |
| Annual return | 17.86% | 22.65%-4.8pp | 28.97%-11.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,297 | $2,054+11.8% | $2,779-17.4% | $2,440-5.9% |
| Participant deferral / active EE | $4,031 | $2,602+54.9% | $3,535+14.0% | $3,607+11.7% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |