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 | $30,389 | $74,552-59.2% | $62,995-51.8% | $69,631-56.4% |
| Participation rate | 87.4% | 78.3%+9.1pp | 74.8%+12.6pp | 70.7%+16.7pp |
| Annual return | 13.42% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,502 | $2,929-14.6% | $2,759-9.3% | $2,032+23.1% |
| Participant deferral / active EE | $2,084 | $2,974-29.9% | $3,329-37.4% | $3,224-35.4% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |