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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,351 | $52,884-46.4% | $84,750-66.5% | $55,167-48.6% |
| Participation rate | 95.0% | 67.5%+27.5pp | 76.6%+18.4pp | 69.0%+26.0pp |
| Annual return | 4.31% | 18.03%-13.7pp | 22.78%-18.5pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,105 | $2,233-50.5% | $3,574-69.1% | $1,963-43.7% |
| Participant deferral / active EE | $1,672 | $2,644-36.8% | $3,712-55.0% | $3,054-45.3% |
| Admin fee / account holder | $21 | $581-96.4% | $5,332-99.6% | $504-95.9% |