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 | $17,420 | $62,928-72.3% | $172,739-89.9% | $67,579-74.2% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 17.50% | 30.36%-12.9pp | 802.84%-785.3pp | 378.56%-361.1pp |
| Employer contribution / active EE | $1,886 | $1,636+15.3% | $5,143-63.3% | $2,148-12.2% |
| Participant deferral / active EE | $1,042 | $2,145-51.4% | $5,198-80.0% | $3,539-70.6% |
| Admin fee / account holder | $23 | $167-86.3% | $13,954-99.8% | $142-84.0% |