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 | $34,647 | $43,999-21.3% | $79,464-56.4% | $55,725-37.8% |
| Participation rate | 97.2% | 66.9%+30.3pp | 73.3%+23.9pp | 70.9%+26.4pp |
| Annual return | -5.63% | 1.81%-7.4pp | 718.14%-723.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,260 | $1,830+23.5% | $2,800-19.3% | $2,078+8.7% |
| Participant deferral / active EE | $2,325 | $2,538-8.4% | $3,704-37.2% | $3,356-30.7% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |