Filed May 3, 2023
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 | $56,900 | $68,408-16.8% | $57,179-0.5% | $57,658-1.3% |
| Participation rate | 83.2% | 79.1%+4.1pp | 75.3%+7.9pp | 70.2%+13.0pp |
| Annual return | 6.92% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,659 | $2,869-42.2% | $2,682-38.1% | $1,974-15.9% |
| Participant deferral / active EE | $2,189 | $2,903-24.6% | $3,096-29.3% | $3,061-28.5% |
| Admin fee / account holder | $3 | $70-95.5% | $3,139-99.9% | $95-96.7% |