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 | $24,557 | $76,552-67.9% | $123,892-80.2% | $62,891-61.0% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 5.94% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,337 | $2,883+50.5% | $4,617-6.1% | $2,281+90.2% |
| Participant deferral / active EE | $12,198 | $4,840+152.0% | $5,984+103.8% | $3,203+280.8% |
| Admin fee / account holder | $288 | $4,826-94.0% | $8,357-96.6% | $4,296-93.3% |