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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $284,965 | $65,082+337.9% | $81,367+250.2% | $59,632+377.9% |
| Participation rate | 96.9% | 76.0%+20.9pp | 82.3%+14.6pp | 68.7%+28.2pp |
| Annual return | 0.46% | 1.16%-0.7pp | -0.92%+1.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $16,493 | $2,934+462.2% | $3,930+319.7% | $2,203+648.8% |
| Participant deferral / active EE | $17,077 | $4,083+318.2% | $5,383+217.2% | $3,192+435.0% |
| Admin fee / account holder | $9 | $7,582-99.9% | $8,926-99.9% | $4,297-99.8% |