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 | $71,235 | $58,083+22.6% | $80,019-11.0% | $56,287+26.6% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.8%+11.5pp | 69.9%+17.5pp |
| Annual return | -4.86% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,574 | $1,932+85.0% | $2,468+44.8% | $2,111+69.3% |
| Participant deferral / active EE | $4,077 | $3,135+30.0% | $3,686+10.6% | $3,350+21.7% |
| Admin fee / account holder | $42 | $623-93.3% | $6,521-99.4% | $521-92.0% |