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 | $86,759 | $70,083+23.8% | $59,878+44.9% | $55,725+55.7% |
| Participation rate | 99.6% | 78.4%+21.2pp | 74.7%+24.9pp | 70.9%+28.7pp |
| Annual return | -2.17% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $3,573 | $2,878+24.1% | $2,722+31.3% | $2,078+71.9% |
| Participant deferral / active EE | $4,144 | $3,079+34.6% | $3,402+21.8% | $3,356+23.5% |
| Admin fee / account holder | $1 | $70-98.2% | $3,590-100.0% | $115-98.9% |