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 | $97,268 | $46,173+110.7% | $170,442-42.9% | $69,631+39.7% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+28.9pp |
| Annual return | 17.51% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $4,172 | $1,610+159.2% | $5,433-23.2% | $2,032+105.3% |
| Participant deferral / active EE | $3,288 | $2,080+58.1% | $4,939-33.4% | $3,224+2.0% |
| Admin fee / account holder | $230 | $116+98.7% | $13,880-98.3% | $110+108.7% |