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 | $107,336 | $44,873+139.2% | $79,464+35.1% | $56,287+90.7% |
| Participation rate | 95.4% | 68.7%+26.6pp | 73.3%+22.0pp | 69.9%+25.5pp |
| Annual return | -2.57% | 0.81%-3.4pp | 718.14%-720.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $4,605 | $2,140+115.2% | $2,800+64.4% | $2,111+118.1% |
| Participant deferral / active EE | $6,120 | $2,746+122.9% | $3,704+65.2% | $3,350+82.7% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |