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 | $45,405 | $39,122+16.1% | $57,179-20.6% | $62,891-27.8% |
| Participation rate | 97.1% | 70.5%+26.6pp | 75.3%+21.8pp | 69.3%+27.8pp |
| Annual return | 6.52% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $6,422 | $1,874+242.7% | $2,682+139.4% | $2,281+181.6% |
| Participant deferral / active EE | $5,714 | $2,374+140.7% | $3,096+84.5% | $3,203+78.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |