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 | $95,599 | $52,467+82.2% | $57,179+67.2% | $55,167+73.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 75.3%+23.1pp | 69.0%+29.4pp |
| Annual return | 6.61% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,830 | $2,477+54.6% | $2,682+42.8% | $1,963+95.2% |
| Participant deferral / active EE | $5,003 | $2,830+76.8% | $3,096+61.6% | $3,054+63.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |