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 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 | $112,554 | $105,247+6.9% | $87,100+29.2% | $77,787+44.7% |
| Participation rate | 91.2% | 85.8%+5.4pp | 76.9%+14.4pp | 73.2%+18.0pp |
| Annual return | 25.34% | 24.52%+0.8pp | 28.19%-2.9pp | 32.57%-7.2pp |
| Employer contribution / active EE | $2,467 | $2,895-14.8% | $2,521-2.2% | $2,504-1.5% |
| Participant deferral / active EE | $5,009 | $5,060-1.0% | $4,049+23.7% | $3,967+26.3% |
| Admin fee / account holder | -$63 | $104-160.0% | $7,497-100.8% | $100-162.7% |