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.
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 | $27,183 | $58,655-53.7% | $91,989-70.4% | $65,185-58.3% |
| Participation rate | 93.6% | 75.3%+18.3pp | 78.6%+14.9pp | 70.2%+23.4pp |
| Annual return | 99.11% | 33.92%+65.2pp | 69.02%+30.1pp | 29.38%+69.7pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,622 | $5,474+94.0% | $5,923+79.3% | $3,514+202.3% |
| Admin fee / account holder | $5 | $434-98.8% | $7,743-99.9% | $847-99.4% |