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 | $65,472 | $45,035+45.4% | $62,995+3.9% | $70,131-6.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.68% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $471 | $2,051-77.0% | $2,759-82.9% | $2,342-79.9% |
| Participant deferral / active EE | $2,700 | $2,465+9.5% | $3,329-18.9% | $3,332-19.0% |
| Admin fee / account holder | $147 | $2,834-94.8% | $3,600-95.9% | $4,645-96.8% |