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 | $22,867 | $52,467-56.4% | $57,179-60.0% | $55,167-58.6% |
| Participation rate | 99.6% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.6pp |
| Annual return | 5.05% | 7.72%-2.7pp | 14.59%-9.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,891 | $2,477+16.7% | $2,682+7.8% | $1,963+47.3% |
| Participant deferral / active EE | $2,069 | $2,830-26.9% | $3,096-33.2% | $3,054-32.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |