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 | $56,744 | $57,976-2.1% | $62,995-9.9% | $62,292-8.9% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 13.66% | 17.54%-3.9pp | 87.57%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $4,137 | $2,415+71.3% | $2,759+50.0% | $2,042+102.6% |
| Participant deferral / active EE | $2,850 | $2,956-3.6% | $3,329-14.4% | $3,169-10.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |