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 | $46,299 | $40,256+15.0% | $57,343-19.3% | $59,632-22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.90% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $6,401 | $1,922+233.1% | $2,689+138.1% | $2,203+190.6% |
| Participant deferral / active EE | $6,449 | $2,399+168.8% | $3,162+103.9% | $3,192+102.1% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |