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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,060 | $89,652-56.4% | $141,162-72.3% | $65,185-40.1% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.5%+13.8pp | 70.2%+26.1pp |
| Annual return | 77.13% | 32.79%+44.3pp | 71.39%+5.7pp | 29.38%+47.7pp |
| Employer contribution / active EE | $6,406 | $3,065+109.0% | $4,735+35.3% | $2,177+194.3% |
| Participant deferral / active EE | $8,627 | $5,691+51.6% | $6,709+28.6% | $3,514+145.5% |
| Admin fee / account holder | $9 | $569-98.5% | $10,261-99.9% | $847-99.0% |