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 | $15,019 | $55,453-72.9% | $170,442-91.2% | $62,292-75.9% |
| Participation rate | 84.9% | 66.4%+18.6pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 117.58% | 21.38%+96.2pp | 205.93%-88.3pp | 28.90%+88.7pp |
| Employer contribution / active EE | $2,013 | $2,164-7.0% | $5,433-62.9% | $2,042-1.4% |
| Participant deferral / active EE | $3,449 | $2,303+49.8% | $4,939-30.2% | $3,169+8.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |