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 | $15,083 | $47,977-68.6% | $154,107-90.2% | $56,287-73.2% |
| Participation rate | 95.5% | 66.2%+29.3pp | 83.0%+12.4pp | 69.9%+25.6pp |
| Annual return | -1.60% | 3.54%-5.1pp | 735.12%-736.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $336 | $2,169-84.5% | $5,298-93.7% | $2,111-84.1% |
| Participant deferral / active EE | $1,110 | $2,392-53.6% | $5,081-78.1% | $3,350-66.9% |
| Admin fee / account holder | $11 | $438-97.6% | $13,411-99.9% | $521-98.0% |