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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,235 | $57,976-65.1% | $62,995-67.9% | $62,292-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,570 | $2,415+47.8% | $2,759+29.4% | $2,042+74.8% |
| Participant deferral / active EE | $2,970 | $2,956+0.5% | $3,329-10.8% | $3,169-6.3% |
| Admin fee / account holder | $121 | $276-56.1% | $3,600-96.6% | $479-74.8% |