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 | $55,812 | $75,183-25.8% | $123,892-55.0% | $55,167+1.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 81.4%+2.6pp | 69.0%+15.0pp |
| Annual return | 16.60% | 19.01%-2.4pp | 47.52%-30.9pp | 169.23%-152.6pp |
| Employer contribution / active EE | $5,359 | $2,823+89.8% | $4,617+16.1% | $1,963+173.1% |
| Participant deferral / active EE | $11,532 | $5,084+126.8% | $5,984+92.7% | $3,054+277.6% |
| Admin fee / account holder | $17 | $663-97.4% | $8,357-99.8% | $504-96.5% |