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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,641 | $55,453-28.5% | $170,442-76.7% | $62,292-36.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.73% | 21.38%-6.6pp | 205.93%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,456 | $2,164+106.0% | $5,433-18.0% | $2,042+118.2% |
| Participant deferral / active EE | $4,539 | $2,303+97.1% | $4,939-8.1% | $3,169+43.2% |
| Admin fee / account holder | $3 | $455-99.4% | $13,880-100.0% | $479-99.4% |