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 | $52,481 | $55,182-4.9% | $73,307-28.4% | $55,191-4.9% |
| Participation rate | 91.0% | 73.9%+17.0pp | 74.9%+16.0pp | 69.2%+21.8pp |
| Annual return | 0.04% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $465 | $1,935-76.0% | $3,237-85.6% | $1,899-75.5% |
| Participant deferral / active EE | $2,915 | $4,641-37.2% | $4,991-41.6% | $3,046-4.3% |
| Admin fee / account holder | $18 | $68-73.5% | $5,637-99.7% | $91-80.0% |