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).
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 | $101,431 | $70,908+43.0% | $98,907+2.6% | $73,488+38.0% |
| Participation rate | 79.4% | 73.8%+5.6pp | 76.0%+3.4pp | 70.7%+8.7pp |
| Annual return | 13.87% | 34.17%-20.3pp | 196.43%-182.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,053 | $3,500+15.8% | $4,244-4.5% | $3,740+8.4% |
| Admin fee / account holder | $45 | $535-91.5% | $6,642-99.3% | $513-91.1% |