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 | $38,442 | $41,377-7.1% | $109,313-64.8% | $62,891-38.9% |
| Participation rate | 95.6% | 57.5%+38.0pp | 71.3%+24.3pp | 69.3%+26.2pp |
| Annual return | 5.92% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,164 | $1,276-8.8% | $3,892-70.1% | $2,281-49.0% |
| Participant deferral / active EE | $5,149 | $2,045+151.8% | $3,166+62.6% | $3,203+60.8% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |