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 | $119,904 | $60,261+99.0% | $81,783+46.6% | $74,546+60.8% |
| Participation rate | 93.1% | 62.9%+30.3pp | 72.4%+20.8pp | 67.2%+25.9pp |
| Annual return | 14.35% | 16.88%-2.5pp | 775.05%-760.7pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $8,193 | $2,622+212.5% | $2,913+181.3% | $2,624+212.2% |
| Participant deferral / active EE | $1,932 | $3,388-43.0% | $4,320-55.3% | $4,347-55.6% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |