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 | $48,284 | $68,408-29.4% | $57,179-15.6% | $57,658-16.3% |
| Participation rate | 92.3% | 79.1%+13.1pp | 75.3%+16.9pp | 70.2%+22.0pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,570 | $2,903+23.0% | $3,096+15.3% | $3,061+16.6% |
| Admin fee / account holder | $70 | $70+0.8% | $3,139-97.8% | $95-25.7% |