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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $185,565 | $80,753+129.8% | $136,294+36.2% | $62,292+197.9% |
| Participation rate | 81.4% | 73.5%+7.8pp | 81.9%-0.6pp | 69.5%+11.8pp |
| Annual return | 17.28% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $8,149 | $2,884+182.6% | $4,695+73.5% | $2,042+299.0% |
| Participant deferral / active EE | $14,626 | $5,164+183.2% | $6,247+134.1% | $3,169+361.5% |
| Admin fee / account holder | -$162 | $525-130.7% | $9,243-101.7% | $479-133.7% |