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 | $40,910 | $41,854-2.3% | $73,843-44.6% | $52,331-21.8% |
| Participation rate | 76.9% | 66.2%+10.6pp | 73.4%+3.4pp | 68.1%+8.8pp |
| Annual return | -1.32% | 2.11%-3.4pp | 2267.84%-2269.2pp | 4.54%-5.9pp |
| Employer contribution / active EE | $313 | $1,920-83.7% | $2,787-88.8% | $1,882-83.4% |
| Participant deferral / active EE | $2,392 | $2,498-4.3% | $3,583-33.2% | $3,022-20.9% |
| Admin fee / account holder | $88 | $493-82.2% | $4,880-98.2% | $592-85.2% |