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 | $31,187 | $50,464-38.2% | $75,781-58.8% | $52,331-40.4% |
| Participation rate | 95.8% | 66.8%+29.0pp | 75.8%+20.0pp | 68.1%+27.7pp |
| Annual return | 0.04% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,452 | $1,988+23.3% | $3,323-26.2% | $1,882+30.3% |
| Participant deferral / active EE | $1,603 | $2,570-37.6% | $3,651-56.1% | $3,022-47.0% |
| Admin fee / account holder | $36 | $1,103-96.7% | $5,299-99.3% | $592-93.9% |