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 | $37,386 | $58,726-36.3% | $92,233-59.5% | $62,292-40.0% |
| Participation rate | 77.0% | 68.3%+8.6pp | 76.5%+0.5pp | 69.5%+7.5pp |
| Annual return | 15.30% | 43.62%-28.3pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,078 | $2,766-24.9% | $3,897-46.7% | $3,169-34.4% |
| Admin fee / account holder | $63 | $556-88.6% | $5,194-98.8% | $479-86.8% |