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 | $67,467 | $91,190-26.0% | $178,490-62.2% | $79,858-15.5% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 11.92% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,512 | $3,256-53.5% | $5,011-69.8% | $2,471-38.8% |
| Participant deferral / active EE | $2,836 | $3,236-12.4% | $5,202-45.5% | $3,740-24.2% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |