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 | $82,042 | $57,108+43.7% | $94,224-12.9% | $52,331+56.8% |
| Participation rate | 89.7% | 72.9%+16.8pp | 78.8%+10.9pp | 68.1%+21.6pp |
| Annual return | 0.20% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,590 | $1,735+106.9% | $3,587+0.1% | $1,882+90.8% |
| Participant deferral / active EE | $4,904 | $3,040+61.3% | $4,320+13.5% | $3,022+62.3% |
| Admin fee / account holder | $129 | $546-76.3% | $6,269-97.9% | $592-78.1% |