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).
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 | $112,818 | $88,730+27.1% | $82,313+37.1% | $77,958+44.7% |
| Participation rate | 89.6% | 84.5%+5.1pp | 76.9%+12.7pp | 71.6%+17.9pp |
| Annual return | -17.75% | 20.88%-38.6pp | 25.88%-43.6pp | 20.87%-38.6pp |
| Employer contribution / active EE | $2,467 | $2,758-10.6% | $2,428+1.6% | $2,310+6.8% |
| Participant deferral / active EE | $5,275 | $4,634+13.8% | $3,706+42.3% | $3,537+49.1% |
| Admin fee / account holder | -$89 | $74-220.5% | $5,608-101.6% | $97-191.5% |