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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,972 | $46,732-35.9% | $156,549-80.9% | $55,167-45.7% |
| Participation rate | 86.4% | 65.8%+20.6pp | 84.0%+2.4pp | 69.0%+17.4pp |
| Annual return | 11.69% | 17.72%-6.0pp | 32.23%-20.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $1,678 | $2,105-20.3% | $5,501-69.5% | $1,963-14.5% |
| Participant deferral / active EE | $2,934 | $2,204+33.1% | $4,871-39.8% | $3,054-3.9% |
| Admin fee / account holder | $58 | $418-86.1% | $13,027-99.6% | $504-88.5% |