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 | $55,279 | $65,376-15.4% | $87,100-36.5% | $65,185-15.2% |
| Participation rate | 94.7% | 75.3%+19.4pp | 76.9%+17.9pp | 70.2%+24.5pp |
| Annual return | 21.49% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,696 | $1,822+47.9% | $2,521+6.9% | $2,177+23.8% |
| Participant deferral / active EE | $5,127 | $3,388+51.3% | $4,049+26.6% | $3,514+45.9% |
| Admin fee / account holder | $36 | $520-93.0% | $7,497-99.5% | $847-95.7% |