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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,570 | $71,802-89.5% | $133,980-94.3% | $57,658-86.9% |
| Participation rate | 84.8% | 85.5%-0.7pp | 87.1%-2.3pp | 70.2%+14.6pp |
| Annual return | 31.63% | 13.51%+18.1pp | 29.30%+2.3pp | 5.13%+26.5pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,234 | $4,606-29.8% | $6,282-48.5% | $3,061+5.7% |
| Admin fee / account holder | $11 | $88-87.0% | $9,324-99.9% | $95-88.0% |