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 3-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 | $21,610 | $51,769-58.3% | $57,343-62.3% | $52,331-58.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 75.1%+19.8pp | 68.1%+26.8pp |
| Annual return | 4.25% | 2.43%+1.8pp | 24.39%-20.1pp | 4.54%-0.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,822 | $2,794-34.8% | $3,162-42.4% | $3,022-39.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |