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 | $66,030 | $69,362-4.8% | $101,248-34.8% | $73,488-10.1% |
| Participation rate | 80.4% | 68.4%+12.0pp | 75.8%+4.6pp | 70.7%+9.7pp |
| Annual return | 16.48% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $7,313 | $2,628+178.2% | $3,660+99.8% | $2,270+222.1% |
| Participant deferral / active EE | $2,333 | $3,300-29.3% | $4,370-46.6% | $3,740-37.6% |
| Admin fee / account holder | $268 | $704-61.9% | $5,945-95.5% | $513-47.7% |