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 | $17,775 | $55,453-67.9% | $170,442-89.6% | $62,292-71.5% |
| Participation rate | 96.3% | 66.4%+30.0pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 34.11% | 21.38%+12.7pp | 205.93%-171.8pp | 28.90%+5.2pp |
| Employer contribution / active EE | $1,563 | $2,164-27.8% | $5,433-71.2% | $2,042-23.5% |
| Participant deferral / active EE | $3,425 | $2,303+48.8% | $4,939-30.7% | $3,169+8.1% |
| Admin fee / account holder | $9 | $455-98.0% | $13,880-99.9% | $479-98.1% |