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 | $72,509 | $63,156+14.8% | $122,332-40.7% | $62,292+16.4% |
| Participation rate | 94.8% | 60.0%+34.8pp | 71.6%+23.2pp | 69.5%+25.3pp |
| Annual return | 75.24% | 20.61%+54.6pp | 30.27%+45.0pp | 28.90%+46.3pp |
| Employer contribution / active EE | $1,630 | $1,385+17.7% | $4,050-59.8% | $2,042-20.2% |
| Participant deferral / active EE | $1,959 | $2,321-15.6% | $3,287-40.4% | $3,169-38.2% |
| Admin fee / account holder | $221 | $440-49.7% | $5,478-96.0% | $479-53.9% |