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 | $36,499 | $60,165-39.3% | $74,183-50.8% | $55,167-33.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.03% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,774 | $1,600+73.4% | $2,370+17.1% | $1,963+41.4% |
| Participant deferral / active EE | $2,523 | $2,973-15.1% | $3,550-28.9% | $3,054-17.4% |
| Admin fee / account holder | $1 | $419-99.8% | $5,586-100.0% | $504-99.9% |