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 | $19,757 | $52,953-62.7% | $172,739-88.6% | $65,185-69.7% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.3pp | 70.2%+26.7pp |
| Annual return | 20.83% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,310 | $2,190-40.2% | $5,143-74.5% | $2,177-39.8% |
| Participant deferral / active EE | $2,182 | $2,471-11.7% | $5,198-58.0% | $3,514-37.9% |
| Admin fee / account holder | $46 | $472-90.2% | $13,954-99.7% | $847-94.6% |