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 | $21,496 | $36,916-41.8% | $156,549-86.3% | $57,658-62.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 9.86% | 12.38%-2.5pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,778 | $1,571+13.2% | $5,501-67.7% | $1,974-9.9% |
| Participant deferral / active EE | $3,303 | $1,926+71.5% | $4,871-32.2% | $3,061+7.9% |
| Admin fee / account holder | $76 | $82-8.4% | $13,027-99.4% | $95-20.1% |