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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,701 | $52,467-24.3% | $57,179-30.6% | $55,167-28.0% |
| Participation rate | 95.3% | 75.8%+19.4pp | 75.3%+19.9pp | 69.0%+26.3pp |
| Annual return | 5.21% | 7.72%-2.5pp | 14.59%-9.4pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,513 | $2,477-38.9% | $2,682-43.6% | $1,963-22.9% |
| Participant deferral / active EE | $2,031 | $2,830-28.2% | $3,096-34.4% | $3,054-33.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |