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 | $126,162 | $45,035+180.1% | $62,995+100.3% | $70,131+79.9% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 14.71% | 18.76%-4.0pp | 87.57%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,282 | $2,051+11.2% | $2,759-17.3% | $2,342-2.6% |
| Participant deferral / active EE | $4,767 | $2,465+93.4% | $3,329+43.2% | $3,332+43.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |