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 | $81,900 | $43,075+90.1% | $74,583+9.8% | $62,891+30.2% |
| Participation rate | 97.8% | 58.1%+39.7pp | 68.1%+29.7pp | 69.3%+28.5pp |
| Annual return | 11.97% | 17.50%-5.5pp | 20.47%-8.5pp | 20.14%-8.2pp |
| Employer contribution / active EE | $7,005 | $1,498+367.8% | $2,525+177.4% | $2,281+207.1% |
| Participant deferral / active EE | $8,647 | $2,389+261.9% | $3,458+150.1% | $3,203+170.0% |
| Admin fee / account holder | $14 | $2,840-99.5% | $4,138-99.7% | $4,296-99.7% |