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 6-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 | $45,653 | $43,327+5.4% | $59,878-23.8% | $64,186-28.9% |
| Participation rate | 98.4% | 69.2%+29.3pp | 74.7%+23.7pp | 69.6%+28.9pp |
| Annual return | 8.96% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,888 | $2,028+91.7% | $2,722+42.8% | $2,381+63.3% |
| Participant deferral / active EE | $3,262 | $2,546+28.1% | $3,402-4.1% | $3,470-6.0% |
| Admin fee / account holder | $2 | $3,005-99.9% | $3,590-99.9% | $4,888-100.0% |