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 | $132,181 | $176,491-25.1% | $95,952+37.8% | $90,288+46.4% |
| Participation rate | 91.5% | 86.6%+4.9pp | 77.1%+14.4pp | 73.4%+18.1pp |
| Annual return | 25.71% | 20.14%+5.6pp | 91.61%-65.9pp | 53.97%-28.3pp |
| Employer contribution / active EE | $2,738 | $2,789-1.8% | $2,541+7.7% | $2,524+8.5% |
| Participant deferral / active EE | $5,588 | $5,340+4.7% | $4,167+34.1% | $4,232+32.0% |
| Admin fee / account holder | -$46 | $154-129.9% | $6,795-100.7% | $114-140.4% |