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 | $40,874 | $65,223-37.3% | $80,019-48.9% | $55,725-26.7% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 3.73% | 7.59%-3.9pp | 11.22%-7.5pp | 244.93%-241.2pp |
| Employer contribution / active EE | $945 | $2,544-62.9% | $2,468-61.7% | $2,078-54.5% |
| Participant deferral / active EE | $2,144 | $3,881-44.7% | $3,686-41.8% | $3,356-36.1% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |