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 | $16,477 | $101,523-83.8% | $141,162-88.3% | $77,787-78.8% |
| Participation rate | 93.5% | 77.4%+16.1pp | 82.5%+11.0pp | 73.2%+20.3pp |
| Annual return | 51.48% | 56.22%-4.7pp | 71.39%-19.9pp | 32.57%+18.9pp |
| Employer contribution / active EE | $89 | $3,341-97.3% | $4,735-98.1% | $2,504-96.5% |
| Participant deferral / active EE | $4,986 | $6,434-22.5% | $6,709-25.7% | $3,967+25.7% |
| Admin fee / account holder | $23 | $92-75.2% | $10,261-99.8% | $100-77.3% |