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.
Annual investment return 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 | $34,143 | $51,466-33.7% | $78,778-56.7% | $62,292-45.2% |
| Participation rate | 76.1% | 59.8%+16.3pp | 69.2%+6.9pp | 69.5%+6.5pp |
| Annual return | 7.87% | 19.96%-12.1pp | 35.62%-27.7pp | 28.90%-21.0pp |
| Employer contribution / active EE | $922 | $827+11.5% | $1,986-53.5% | $2,042-54.8% |
| Participant deferral / active EE | $2,955 | $2,147+37.6% | $2,958-0.1% | $3,169-6.7% |
| Admin fee / account holder | $11 | $489-97.8% | $5,134-99.8% | $479-97.7% |