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 | $68,042 | $48,277+40.9% | $67,511+0.8% | $80,874-15.9% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.6%+15.0pp |
| Annual return | 14.39% | 18.27%-3.9pp | 3517.41%-3503.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,625 | $2,021+29.9% | $2,733-3.9% | $2,756-4.7% |
| Participant deferral / active EE | $2,457 | $2,926-16.0% | $4,000-38.6% | $4,297-42.8% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |