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 | $25,971 | $46,173-43.8% | $170,442-84.8% | $69,631-62.7% |
| Participation rate | 75.2% | 63.9%+11.3pp | 83.6%-8.4pp | 70.7%+4.5pp |
| Annual return | 17.86% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $534 | $1,610-66.8% | $5,433-90.2% | $2,032-73.7% |
| Participant deferral / active EE | $2,600 | $2,080+25.0% | $4,939-47.4% | $3,224-19.4% |
| Admin fee / account holder | $11 | $116-90.7% | $13,880-99.9% | $110-90.2% |