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 | $18,271 | $44,221-58.7% | $121,196-84.9% | $56,287-67.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -2.68% | -3.58%+0.9pp | 16.93%-19.6pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,677 | $1,480+13.3% | $4,022-58.3% | $2,111-20.6% |
| Participant deferral / active EE | $2,386 | $2,521-5.3% | $3,344-28.6% | $3,350-28.8% |
| Admin fee / account holder | $14 | $480-97.1% | $5,019-99.7% | $521-97.3% |