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 | $22,315 | $57,976-61.5% | $62,995-64.6% | $62,292-64.2% |
| Participation rate | 80.7% | 75.9%+4.8pp | 74.8%+5.9pp | 69.5%+11.2pp |
| Annual return | 17.88% | 17.54%+0.3pp | 87.57%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,330 | $2,415-44.9% | $2,759-51.8% | $2,042-34.9% |
| Participant deferral / active EE | $1,306 | $2,956-55.8% | $3,329-60.8% | $3,169-58.8% |
| Admin fee / account holder | $19 | $276-93.3% | $3,600-99.5% | $479-96.1% |