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 | $77,435 | $67,166+15.3% | $57,343+35.0% | $55,191+40.3% |
| Participation rate | 98.6% | 77.7%+20.9pp | 75.1%+23.5pp | 69.2%+29.4pp |
| Annual return | 2.20% | 4.22%-2.0pp | 24.39%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,891 | $2,812+2.8% | $2,689+7.5% | $1,899+52.3% |
| Participant deferral / active EE | $3,482 | $2,835+22.8% | $3,162+10.1% | $3,046+14.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |