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 | $67,202 | $36,916+82.0% | $156,549-57.1% | $57,658+16.6% |
| Participation rate | 89.7% | 63.4%+26.2pp | 84.0%+5.6pp | 70.2%+19.4pp |
| Annual return | 8.52% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,755 | $1,571+75.4% | $5,501-49.9% | $1,974+39.6% |
| Participant deferral / active EE | $5,058 | $1,926+162.7% | $4,871+3.8% | $3,061+65.3% |
| Admin fee / account holder | $16 | $82-81.0% | $13,027-99.9% | $95-83.4% |