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 | $23,989 | $62,928-61.9% | $172,739-86.1% | $67,579-64.5% |
| Participation rate | 92.3% | 64.5%+27.8pp | 82.6%+9.7pp | 71.3%+21.0pp |
| Annual return | 51.22% | 30.36%+20.9pp | 802.84%-751.6pp | 378.56%-327.3pp |
| Employer contribution / active EE | $2,095 | $1,636+28.1% | $5,143-59.3% | $2,148-2.4% |
| Participant deferral / active EE | $4,140 | $2,145+93.0% | $5,198-20.3% | $3,539+17.0% |
| Admin fee / account holder | $28 | $167-83.1% | $13,954-99.8% | $142-80.2% |