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 | $70,827 | $54,320+30.4% | $67,652+4.7% | $52,331+35.3% |
| Participation rate | 77.4% | 73.6%+3.8pp | 75.7%+1.8pp | 68.1%+9.3pp |
| Annual return | -1.12% | 6.81%-7.9pp | 6625.04%-6626.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,498 | $1,544-3.0% | $2,266-33.9% | $1,882-20.4% |
| Participant deferral / active EE | $4,968 | $2,950+68.4% | $3,560+39.6% | $3,022+64.4% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |