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 | $32,042 | $59,231-45.9% | $90,223-64.5% | $52,331-38.8% |
| Participation rate | 99.5% | 75.0%+24.5pp | 79.0%+20.5pp | 68.1%+31.4pp |
| Annual return | -0.17% | 3.53%-3.7pp | 1.31%-1.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,831 | $3,391+13.0% | $4,378-12.5% | $1,882+103.6% |
| Participant deferral / active EE | $2,334 | $4,659-49.9% | $5,792-59.7% | $3,022-22.8% |
| Admin fee / account holder | $30 | $515-94.1% | $7,406-99.6% | $592-94.9% |