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 | $49,329 | $63,924-22.8% | $108,579-54.6% | $55,167-10.6% |
| Participation rate | 72.3% | 74.3%-2.1pp | 79.6%-7.3pp | 69.0%+3.3pp |
| Annual return | 7.94% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,899 | $1,879+1.1% | $3,758-49.5% | $1,963-3.2% |
| Participant deferral / active EE | $3,536 | $3,067+15.3% | $4,311-18.0% | $3,054+15.8% |
| Admin fee / account holder | $18 | $618-97.1% | $7,645-99.8% | $504-96.4% |