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 | $88,856 | $74,552+19.2% | $62,995+41.1% | $69,631+27.6% |
| Participation rate | 99.4% | 78.3%+21.1pp | 74.8%+24.6pp | 70.7%+28.7pp |
| Annual return | 14.67% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,333 | $2,929+13.8% | $2,759+20.8% | $2,032+64.0% |
| Participant deferral / active EE | $4,013 | $2,974+34.9% | $3,329+20.5% | $3,224+24.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |