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 | $30,497 | $45,035-32.3% | $62,995-51.6% | $70,131-56.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.76% | 18.76%-4.0pp | 87.57%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,008 | $2,051+46.7% | $2,759+9.0% | $2,342+28.4% |
| Participant deferral / active EE | $3,329 | $2,465+35.1% | $3,3290% | $3,332-0.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |