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 | $56,183 | $56,629-0.8% | $77,999-28.0% | $55,167+1.8% |
| Participation rate | 82.8% | 73.3%+9.5pp | 75.5%+7.3pp | 69.0%+13.8pp |
| Annual return | 8.07% | 2866.98%-2858.9pp | 425.96%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,984 | $1,723+15.1% | $2,470-19.7% | $1,963+1.1% |
| Participant deferral / active EE | $3,289 | $2,777+18.4% | $3,497-5.9% | $3,054+7.7% |
| Admin fee / account holder | $113 | $467-75.8% | $5,480-97.9% | $504-77.6% |