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 | $31,080 | $55,453-44.0% | $170,442-81.8% | $62,292-50.1% |
| Participation rate | 91.0% | 66.4%+24.6pp | 83.6%+7.4pp | 69.5%+21.5pp |
| Annual return | 15.28% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,704 | $2,164-21.2% | $5,433-68.6% | $2,042-16.6% |
| Participant deferral / active EE | $2,451 | $2,303+6.5% | $4,939-50.4% | $3,169-22.6% |
| Admin fee / account holder | $294 | $455-35.3% | $13,880-97.9% | $479-38.6% |