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 | $45,109 | $65,322-30.9% | $70,449-36.0% | $73,488-38.6% |
| Participation rate | 93.2% | 77.0%+16.3pp | 75.1%+18.1pp | 70.7%+22.5pp |
| Annual return | 21.01% | 15.71%+5.3pp | 109.03%-88.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $2,805 | $2,460+14.1% | $2,737+2.5% | $2,270+23.6% |
| Participant deferral / active EE | $2,713 | $3,375-19.6% | $3,709-26.9% | $3,740-27.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |