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 | $30,315 | $69,305-56.3% | $82,313-63.2% | $69,631-56.5% |
| Participation rate | 92.3% | 80.3%+12.0pp | 76.9%+15.4pp | 70.7%+21.6pp |
| Annual return | 15.44% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,472 | $1,887-22.0% | $2,428-39.4% | $2,032-27.6% |
| Participant deferral / active EE | $2,176 | $3,568-39.0% | $3,706-41.3% | $3,224-32.5% |
| Admin fee / account holder | $209 | $97+114.7% | $5,608-96.3% | $110+88.9% |