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 | $153,281 | $76,552+100.2% | $123,892+23.7% | $62,891+143.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,866 | $2,883+138.2% | $4,617+48.7% | $2,281+201.0% |
| Participant deferral / active EE | $8,501 | $4,840+75.7% | $5,984+42.1% | $3,203+165.4% |
| Admin fee / account holder | $18 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |