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 | $79,407 | $51,769+53.4% | $57,343+38.5% | $52,331+51.7% |
| Participation rate | 99.0% | 75.2%+23.8pp | 75.1%+23.9pp | 68.1%+30.9pp |
| Annual return | 1.53% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,075 | $2,335-11.2% | $2,689-22.8% | $1,882+10.3% |
| Participant deferral / active EE | $4,645 | $2,794+66.3% | $3,162+46.9% | $3,022+53.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |