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 | $53,213 | $58,828-9.5% | $77,999-31.8% | $62,891-15.4% |
| Participation rate | 91.6% | 71.1%+20.5pp | 75.5%+16.1pp | 69.3%+22.3pp |
| Annual return | 7.70% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,828 | $1,672+9.4% | $2,470-26.0% | $2,281-19.8% |
| Participant deferral / active EE | $3,605 | $2,686+34.3% | $3,497+3.1% | $3,203+12.6% |
| Admin fee / account holder | $46 | $4,393-99.0% | $5,480-99.2% | $4,296-98.9% |