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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,403 | $59,186+419.4% | $76,768+300.4% | $56,287+446.1% |
| Participation rate | 93.3% | 75.2%+18.0pp | 77.0%+16.3pp | 69.9%+23.4pp |
| Annual return | -3.22% | 6.62%-9.8pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $8,497 | $1,759+383.2% | $2,485+241.9% | $2,111+302.5% |
| Participant deferral / active EE | $5,887 | $3,255+80.9% | $3,852+52.8% | $3,350+75.7% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |