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 | $81,217 | $57,976+40.1% | $62,995+28.9% | $62,292+30.4% |
| Participation rate | 87.3% | 75.9%+11.4pp | 74.8%+12.5pp | 69.5%+17.8pp |
| Annual return | 13.48% | 17.54%-4.1pp | 87.57%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $3,144 | $2,415+30.2% | $2,759+13.9% | $2,042+53.9% |
| Participant deferral / active EE | $3,672 | $2,956+24.2% | $3,329+10.3% | $3,169+15.9% |
| Admin fee / account holder | $1 | $276-99.6% | $3,600-100.0% | $479-99.8% |