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 | $19,875 | $62,928-68.4% | $172,739-88.5% | $67,579-70.6% |
| Participation rate | 83.0% | 64.5%+18.5pp | 82.6%+0.4pp | 71.3%+11.7pp |
| Annual return | 22.00% | 30.36%-8.4pp | 802.84%-780.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $873 | $1,636-46.7% | $5,143-83.0% | $2,148-59.4% |
| Participant deferral / active EE | $2,900 | $2,145+35.2% | $5,198-44.2% | $3,539-18.1% |
| Admin fee / account holder | $6 | $167-96.6% | $13,954-100.0% | $142-96.1% |