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 | $31,542 | $42,546-25.9% | $71,796-56.1% | $55,167-42.8% |
| Participation rate | 74.4% | 59.1%+15.3pp | 69.1%+5.3pp | 69.0%+5.4pp |
| Annual return | 8.20% | 12.36%-4.2pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $331 | $803-58.7% | $1,924-82.8% | $1,963-83.1% |
| Participant deferral / active EE | $3,634 | $2,064+76.0% | $2,794+30.0% | $3,054+19.0% |
| Admin fee / account holder | $46 | $650-92.9% | $4,815-99.0% | $504-90.8% |