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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,582 | $43,133-96.3% | $89,391-98.2% | $73,488-97.8% |
| Participation rate | 72.6% | 55.0%+17.7pp | 68.0%+4.7pp | 70.7%+2.0pp |
| Annual return | 18.78% | 135.66%-116.9pp | 245.62%-226.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $225 | $1,438-84.3% | $2,586-91.3% | $2,270-90.1% |
| Participant deferral / active EE | $525 | $2,445-78.5% | $3,890-86.5% | $3,740-86.0% |
| Admin fee / account holder | $39 | $444-91.2% | $4,881-99.2% | $513-92.4% |