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 | $29,393 | $68,408-57.0% | $57,179-48.6% | $57,658-49.0% |
| Participation rate | 85.1% | 79.1%+5.9pp | 75.3%+9.7pp | 70.2%+14.8pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,457 | $2,869-14.4% | $2,682-8.4% | $1,974+24.5% |
| Participant deferral / active EE | $2,516 | $2,903-13.4% | $3,096-18.7% | $3,061-17.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |