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 5-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 | $18,414 | $62,132-70.4% | $185,823-90.1% | $73,488-74.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 0.00% | 20.44%-20.4pp | 35.95%-36.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,310 | $1,681+156.4% | $4,087+5.5% | $2,270+89.9% |
| Participant deferral / active EE | $10,887 | $3,711+193.4% | $5,632+93.3% | $3,740+191.1% |
| Admin fee / account holder | $26 | $419-93.7% | $9,500-99.7% | $513-94.8% |