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 | $50,302 | $41,854+20.2% | $73,843-31.9% | $52,331-3.9% |
| Participation rate | 98.3% | 66.2%+32.1pp | 73.4%+24.9pp | 68.1%+30.2pp |
| Annual return | 0.82% | 2.11%-1.3pp | 2267.84%-2267.0pp | 4.54%-3.7pp |
| Employer contribution / active EE | $6,104 | $1,920+217.9% | $2,787+119.0% | $1,882+224.4% |
| Participant deferral / active EE | $2,451 | $2,498-1.9% | $3,583-31.6% | $3,022-18.9% |
| Admin fee / account holder | $7 | $493-98.6% | $4,880-99.9% | $592-98.8% |