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 | $44,103 | $80,753-45.4% | $136,294-67.6% | $62,292-29.2% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 19.20% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $3,480 | $2,884+20.7% | $4,695-25.9% | $2,042+70.4% |
| Participant deferral / active EE | $7,888 | $5,164+52.8% | $6,247+26.3% | $3,169+148.9% |
| Admin fee / account holder | $110 | $525-79.2% | $9,243-98.8% | $479-77.2% |