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 | $55,423 | $74,552-25.7% | $62,995-12.0% | $69,631-20.4% |
| Participation rate | 96.5% | 78.3%+18.3pp | 74.8%+21.7pp | 70.7%+25.9pp |
| Annual return | 12.77% | 15.77%-3.0pp | 87.57%-74.8pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $2,145 | $2,929-26.8% | $2,759-22.3% | $2,032+5.6% |
| Participant deferral / active EE | $2,794 | $2,974-6.1% | $3,329-16.1% | $3,224-13.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |