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 | $58,509 | $46,360+26.2% | $147,614-60.4% | $52,331+11.8% |
| Participation rate | 72.2% | 64.9%+7.3pp | 84.6%-12.4pp | 68.1%+4.1pp |
| Annual return | 1.16% | 1.62%-0.5pp | 61.98%-60.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,838 | $2,126-13.5% | $5,564-67.0% | $1,882-2.3% |
| Participant deferral / active EE | $4,162 | $2,258+84.4% | $4,895-15.0% | $3,022+37.7% |
| Admin fee / account holder | $31 | $766-95.9% | $11,611-99.7% | $592-94.7% |