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 | $33,563 | $52,293-35.8% | $178,490-81.2% | $73,409-54.3% |
| Participation rate | 90.6% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.5pp |
| Annual return | 18.20% | 34.75%-16.6pp | 151.07%-132.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,919 | $1,735+10.6% | $5,011-61.7% | $2,234-14.1% |
| Participant deferral / active EE | $4,221 | $2,332+81.0% | $5,202-18.8% | $3,805+10.9% |
| Admin fee / account holder | $191 | $127+50.3% | $13,984-98.6% | $158+21.3% |