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 9-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 | $55,871 | $70,475-20.7% | $100,516-44.4% | $79,858-30.0% |
| Participation rate | 82.1% | 73.7%+8.4pp | 79.4%+2.7pp | 69.6%+12.5pp |
| Annual return | 19.36% | 21.90%-2.5pp | 30.89%-11.5pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,282 | $2,165+51.6% | $3,418-4.0% | $2,471+32.9% |
| Participant deferral / active EE | $9,187 | $5,181+77.3% | $6,270+46.5% | $3,740+145.6% |
| Admin fee / account holder | $12 | $4,478-99.7% | $8,081-99.8% | $5,306-99.8% |