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 | $21,729 | $30,086-27.8% | $61,373-64.6% | $64,808-66.5% |
| Participation rate | 83.1% | 36.4%+46.8pp | 52.6%+30.6pp | 71.5%+11.7pp |
| Annual return | 18.64% | -13.99%+32.6pp | 338.61%-320.0pp | 32.82%-14.2pp |
| Employer contribution / active EE | $3,487 | $536+550.4% | $1,159+200.8% | $2,506+39.2% |
| Participant deferral / active EE | $435 | $1,126-61.4% | $2,125-79.5% | $4,310-89.9% |
| Admin fee / account holder | $4 | $148-97.4% | $2,130-99.8% | $188-98.0% |