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 | $87,912 | $51,769+69.8% | $57,343+53.3% | $52,331+68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.11% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,245 | $2,335+81.8% | $2,689+57.9% | $1,882+125.6% |
| Participant deferral / active EE | $3,725 | $2,794+33.3% | $3,162+17.8% | $3,022+23.2% |
| Admin fee / account holder | $2 | $295-99.3% | $3,356-99.9% | $592-99.7% |