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 | $28,513 | $46,722-39.0% | $130,648-78.2% | $65,185-56.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 47.86% | 24.17%+23.7pp | 1708.96%-1661.1pp | 29.38%+18.5pp |
| Employer contribution / active EE | $1,711 | $1,488+15.0% | $4,092-58.2% | $2,177-21.4% |
| Participant deferral / active EE | $2,528 | $2,545-0.7% | $3,603-29.8% | $3,514-28.0% |
| Admin fee / account holder | $18 | $453-96.1% | $5,464-99.7% | $847-97.9% |