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 4-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 | $107,261 | $31,810+237.2% | $64,105+67.3% | $59,188+81.2% |
| Participation rate | 91.7% | 57.7%+34.0pp | 68.2%+23.5pp | 69.4%+22.3pp |
| Annual return | 0.00% | 9.41%-9.4pp | 791.24%-791.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,139 | $659+527.7% | $1,820+127.4% | $2,098+97.3% |
| Participant deferral / active EE | $5,436 | $1,582+243.5% | $2,822+92.7% | $3,265+66.5% |
| Admin fee / account holder | $101 | $57+78.2% | $4,499-97.7% | $92+9.9% |