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 | $40,856 | $49,227-17.0% | $70,449-42.0% | $79,858-48.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 15.45% | 30.06%-14.6pp | 109.03%-93.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,485 | $2,099+18.4% | $2,737-9.2% | $2,471+0.6% |
| Participant deferral / active EE | $2,168 | $2,768-21.7% | $3,709-41.5% | $3,740-42.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |