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 | $110,831 | $39,122+183.3% | $57,179+93.8% | $62,891+76.2% |
| Participation rate | 80.3% | 70.5%+9.8pp | 75.3%+4.9pp | 69.3%+11.0pp |
| Annual return | 5.92% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,165 | $1,874+15.5% | $2,682-19.3% | $2,281-5.1% |
| Participant deferral / active EE | $4,930 | $2,374+107.7% | $3,096+59.2% | $3,203+53.9% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |