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 | $36,111 | $45,073-19.9% | $69,455-48.0% | $72,985-50.5% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 18.44% | 22.65%-4.2pp | 28.97%-10.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,233 | $2,054+8.7% | $2,779-19.6% | $2,440-8.5% |
| Participant deferral / active EE | $2,267 | $2,602-12.9% | $3,535-35.9% | $3,607-37.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |