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 | $97,481 | $51,769+88.3% | $57,343+70.0% | $52,331+86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.72% | 2.43%+0.3pp | 24.39%-21.7pp | 4.54%-1.8pp |
| Employer contribution / active EE | $11,349 | $2,335+386.0% | $2,689+322.1% | $1,882+503.1% |
| Participant deferral / active EE | $5,106 | $2,794+82.8% | $3,162+61.5% | $3,022+69.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |