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 8-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 | $13,437 | $52,953-74.6% | $172,739-92.2% | $65,185-79.4% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.6pp | 70.2%+16.0pp |
| Annual return | 20.30% | 30.12%-9.8pp | 802.84%-782.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,084 | $2,190-50.5% | $5,143-78.9% | $2,177-50.2% |
| Participant deferral / active EE | $2,852 | $2,471+15.4% | $5,198-45.1% | $3,514-18.8% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |