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 | $11,877 | $44,059-73.0% | $71,671-83.4% | $69,631-82.9% |
| Participation rate | 76.4% | 60.8%+15.7pp | 68.7%+7.7pp | 70.7%+5.7pp |
| Annual return | 80.93% | 21.97%+59.0pp | 20.65%+60.3pp | 27571.02%-27490.1pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,421 | $2,370+171.0% | $3,438+86.8% | $3,224+99.2% |
| Admin fee / account holder | $9 | $108-91.5% | $5,558-99.8% | $110-91.7% |