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 | $49,863 | $127,481-60.9% | $149,696-66.7% | $90,288-44.8% |
| Participation rate | 88.7% | 78.2%+10.5pp | 82.5%+6.3pp | 73.4%+15.4pp |
| Annual return | 26.65% | 57.78%-31.1pp | 276.60%-250.0pp | 53.97%-27.3pp |
| Employer contribution / active EE | $4,357 | $3,448+26.4% | $4,644-6.2% | $2,524+72.6% |
| Participant deferral / active EE | $9,155 | $6,975+31.2% | $6,842+33.8% | $4,232+116.3% |
| Admin fee / account holder | $5 | $152-96.5% | $9,309-99.9% | $114-95.3% |