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 that benefits due were not provided when due.
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 | $65,317 | $79,519-17.9% | $95,952-31.9% | $73,409-11.0% |
| Participation rate | 81.4% | 81.2%+0.2pp | 77.1%+4.3pp | 72.2%+9.2pp |
| Annual return | 19.76% | 19.20%+0.6pp | 91.61%-71.9pp | 59.29%-39.5pp |
| Employer contribution / active EE | $1,128 | $2,048-44.9% | $2,541-55.6% | $2,234-49.5% |
| Participant deferral / active EE | $2,460 | $4,138-40.6% | $4,167-41.0% | $3,805-35.4% |
| Admin fee / account holder | $8 | $184-95.8% | $6,795-99.9% | $158-95.1% |