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 | $79,348 | $68,408+16.0% | $57,179+38.8% | $57,658+37.6% |
| Participation rate | 99.2% | 79.1%+20.0pp | 75.3%+23.8pp | 70.2%+29.0pp |
| Annual return | 6.72% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,059 | $2,869+6.6% | $2,682+14.0% | $1,974+55.0% |
| Participant deferral / active EE | $3,636 | $2,903+25.2% | $3,096+17.4% | $3,061+18.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |