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 | $45,544 | $46,072-1.1% | $70,014-34.9% | $55,167-17.4% |
| Participation rate | 74.5% | 67.5%+7.0pp | 71.8%+2.6pp | 69.0%+5.5pp |
| Annual return | 8.37% | 8.68%-0.3pp | 12.99%-4.6pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,999 | $1,500+33.2% | $2,338-14.5% | $1,963+1.8% |
| Participant deferral / active EE | $4,260 | $2,344+81.8% | $2,931+45.4% | $3,054+39.5% |
| Admin fee / account holder | $148 | $428-65.3% | $4,380-96.6% | $504-70.5% |