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 | $35,680 | $60,795-41.3% | $69,455-48.6% | $65,185-45.3% |
| Participation rate | 92.0% | 74.9%+17.1pp | 74.6%+17.4pp | 70.2%+21.8pp |
| Annual return | 15.89% | 17.46%-1.6pp | 28.97%-13.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $2,439 | $2,452-0.5% | $2,779-12.2% | $2,177+12.1% |
| Participant deferral / active EE | $1,885 | $3,162-40.4% | $3,535-46.7% | $3,514-46.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |