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 | $141,837 | $58,083+144.2% | $80,019+77.3% | $56,287+152.0% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.8%+23.4pp | 69.9%+29.4pp |
| Annual return | -4.24% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $7,392 | $1,932+282.6% | $2,468+199.5% | $2,111+250.2% |
| Participant deferral / active EE | $7,235 | $3,135+130.8% | $3,686+96.3% | $3,350+116.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |