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 | $15,067 | $56,095-73.1% | $178,490-91.6% | $90,288-83.3% |
| Participation rate | 70.2% | 65.6%+4.6pp | 81.9%-11.8pp | 73.4%-3.2pp |
| Annual return | 15.79% | 28.81%-13.0pp | 151.07%-135.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,050 | $2,669-23.2% | $5,202-60.6% | $4,232-51.6% |
| Admin fee / account holder | $57 | $101-43.5% | $13,984-99.6% | $114-50.2% |