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 | $52,808 | $57,976-8.9% | $62,995-16.2% | $62,292-15.2% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 12.28% | 17.54%-5.3pp | 87.57%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $3,101 | $2,415+28.4% | $2,759+12.4% | $2,042+51.9% |
| Participant deferral / active EE | $4,088 | $2,956+38.3% | $3,329+22.8% | $3,169+29.0% |
| Admin fee / account holder | $1 | $276-99.6% | $3,600-100.0% | $479-99.7% |