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 | $28,698 | $48,313-40.6% | $73,307-60.9% | $52,331-45.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | -0.93% | 3.85%-4.8pp | 5.67%-6.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $267 | $1,661-83.9% | $3,237-91.7% | $1,882-85.8% |
| Participant deferral / active EE | $1,826 | $4,189-56.4% | $4,991-63.4% | $3,022-39.6% |
| Admin fee / account holder | $19 | $404-95.2% | $5,637-99.7% | $592-96.7% |