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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,216 | $99,957-82.8% | $149,696-88.5% | $73,488-76.6% |
| Participation rate | 85.6% | 75.7%+9.9pp | 82.5%+3.1pp | 70.7%+14.9pp |
| Annual return | 41.19% | 53.87%-12.7pp | 276.60%-235.4pp | 28.51%+12.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,962 | $6,073+14.6% | $6,842+1.8% | $3,740+86.2% |
| Admin fee / account holder | $10 | $551-98.2% | $9,309-99.9% | $513-98.0% |