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 | $18,072 | $40,479-55.4% | $78,210-76.9% | $62,292-71.0% |
| Participation rate | 82.2% | 54.6%+27.6pp | 68.7%+13.5pp | 69.5%+12.7pp |
| Annual return | 13.57% | 66.31%-52.7pp | 40.90%-27.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,056 | $1,024+3.1% | $2,034-48.1% | $2,042-48.3% |
| Participant deferral / active EE | $1,409 | $1,718-17.9% | $2,823-50.1% | $3,169-55.5% |
| Admin fee / account holder | $292 | $376-22.4% | $3,758-92.2% | $479-39.1% |