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 | $53,711 | $54,320-1.1% | $67,652-20.6% | $52,331+2.6% |
| Participation rate | 77.9% | 73.6%+4.3pp | 75.7%+2.3pp | 68.1%+9.8pp |
| Annual return | -1.12% | 6.81%-7.9pp | 6625.04%-6626.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,362 | $1,544-11.8% | $2,266-39.9% | $1,882-27.6% |
| Participant deferral / active EE | $3,034 | $2,950+2.9% | $3,560-14.8% | $3,022+0.4% |
| Admin fee / account holder | $150 | $527-71.6% | $4,821-96.9% | $592-74.7% |