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).
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 | $52,935 | $40,522+30.6% | $84,611-37.4% | $67,579-21.7% |
| Participation rate | 92.4% | 51.1%+41.3pp | 68.2%+24.1pp | 71.3%+21.1pp |
| Annual return | 38.49% | 32.72%+5.8pp | 258.74%-220.3pp | 378.56%-340.1pp |
| Employer contribution / active EE | $3,596 | $1,146+213.7% | $2,652+35.6% | $2,148+67.4% |
| Participant deferral / active EE | $10,352 | $2,132+385.6% | $3,899+165.5% | $3,539+192.5% |
| Admin fee / account holder | $4 | $145-97.4% | $4,912-99.9% | $142-97.4% |