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 | $77,326 | $36,916+109.5% | $156,549-50.6% | $57,658+34.1% |
| Participation rate | 99.8% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 7.96% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,001 | $1,926+315.5% | $4,871+64.3% | $3,061+161.4% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |