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 | $100,147 | $73,102+37.0% | $123,544-18.9% | $56,287+77.9% |
| Participation rate | 89.7% | 74.3%+15.4pp | 82.3%+7.4pp | 69.9%+19.8pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,220 | $2,977-25.4% | $4,628-52.0% | $2,111+5.2% |
| Participant deferral / active EE | $7,537 | $5,423+39.0% | $6,426+17.3% | $3,350+125.0% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.7% |