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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,019 | $64,909-29.1% | $82,313-44.1% | $62,292-26.1% |
| Participation rate | 76.3% | 74.9%+1.4pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 29.76% | 21.18%+8.6pp | 25.88%+3.9pp | 28.90%+0.9pp |
| Employer contribution / active EE | $2,369 | $1,676+41.3% | $2,428-2.4% | $2,042+16.0% |
| Participant deferral / active EE | $9,580 | $3,103+208.7% | $3,706+158.5% | $3,169+202.3% |
| Admin fee / account holder | $234 | $440-46.8% | $5,608-95.8% | $479-51.2% |