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 | $70,349 | $63,114+11.5% | $92,893-24.3% | $65,185+7.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 18.25% | 28.75%-10.5pp | 109.41%-91.2pp | 29.38%-11.1pp |
| Employer contribution / active EE | $10,756 | $2,571+318.4% | $3,653+194.5% | $2,177+394.1% |
| Participant deferral / active EE | $2,671 | $3,108-14.1% | $4,236-36.9% | $3,514-24.0% |
| Admin fee / account holder | $54 | $624-91.3% | $5,794-99.1% | $847-93.6% |