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 | $63,675 | $55,002+15.8% | $59,878+6.3% | $56,287+13.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.77% | 1.13%+8.6pp | 3.46%+6.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $2,805 | $2,448+14.6% | $2,722+3.1% | $2,111+32.9% |
| Participant deferral / active EE | $2,636 | $3,121-15.5% | $3,402-22.5% | $3,350-21.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |