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 | $182,190 | $66,310+174.8% | $93,606+94.6% | $65,185+179.5% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 20.98% | 42.58%-21.6pp | 32.76%-11.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $7,683 | $2,012+281.8% | $2,718+182.7% | $2,177+253.0% |
| Participant deferral / active EE | $7,682 | $3,342+129.9% | $4,069+88.8% | $3,514+118.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |