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 | $32,721 | $70,002-53.3% | $115,037-71.6% | $52,331-37.5% |
| Participation rate | 73.7% | 72.1%+1.6pp | 81.4%-7.6pp | 68.1%+5.6pp |
| Annual return | 3.45% | 4.04%-0.6pp | 26.14%-22.7pp | 4.54%-1.1pp |
| Employer contribution / active EE | $2,390 | $2,715-12.0% | $4,608-48.1% | $1,882+27.0% |
| Participant deferral / active EE | $5,179 | $4,920+5.3% | $6,026-14.1% | $3,022+71.4% |
| Admin fee / account holder | $85 | $566-85.0% | $8,175-99.0% | $592-85.7% |