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 | $49,797 | $51,769-3.8% | $57,343-13.2% | $52,331-4.8% |
| Participation rate | 98.6% | 75.2%+23.4pp | 75.1%+23.6pp | 68.1%+30.5pp |
| Annual return | 3.37% | 2.43%+0.9pp | 24.39%-21.0pp | 4.54%-1.2pp |
| Employer contribution / active EE | $3,699 | $2,335+58.4% | $2,689+37.6% | $1,882+96.6% |
| Participant deferral / active EE | $2,570 | $2,794-8.0% | $3,162-18.7% | $3,022-15.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |