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 | $93,728 | $84,948+10.3% | $70,449+33.0% | $73,409+27.7% |
| Participation rate | 96.1% | 79.9%+16.1pp | 75.1%+21.0pp | 72.2%+23.9pp |
| Annual return | 19.78% | 13.39%+6.4pp | 109.03%-89.2pp | 59.29%-39.5pp |
| Employer contribution / active EE | $1,866 | $2,834-34.2% | $2,737-31.8% | $2,234-16.5% |
| Participant deferral / active EE | $1,656 | $3,387-51.1% | $3,709-55.3% | $3,805-56.5% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |