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 | $29,966 | $47,977-37.5% | $154,107-80.6% | $56,287-46.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.09% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,511 | $2,169+15.8% | $5,298-52.6% | $2,111+18.9% |
| Participant deferral / active EE | $2,668 | $2,392+11.6% | $5,081-47.5% | $3,350-20.3% |
| Admin fee / account holder | $114 | $438-74.1% | $13,411-99.2% | $521-78.2% |