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 | $67,444 | $39,122+72.4% | $57,179+18.0% | $62,891+7.2% |
| Participation rate | 93.6% | 70.5%+23.1pp | 75.3%+18.2pp | 69.3%+24.3pp |
| Annual return | 6.09% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,869 | $1,874+106.4% | $2,682+44.2% | $2,281+69.6% |
| Participant deferral / active EE | $1,551 | $2,374-34.6% | $3,096-49.9% | $3,203-51.6% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |