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 | $90,696 | $68,408+32.6% | $57,179+58.6% | $57,658+57.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.18% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.0pp |
| Employer contribution / active EE | $2,662 | $2,869-7.2% | $2,682-0.8% | $1,974+34.9% |
| Participant deferral / active EE | $2,320 | $2,903-20.1% | $3,096-25.1% | $3,061-24.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |