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 | $28,282 | $57,065-50.4% | $75,670-62.6% | $70,131-59.7% |
| Participation rate | 93.9% | 68.1%+25.8pp | 72.3%+21.6pp | 69.5%+24.4pp |
| Annual return | 9.44% | 23.57%-14.1pp | 27.34%-17.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $366 | $1,817-79.9% | $2,352-84.4% | $2,342-84.4% |
| Participant deferral / active EE | $2,145 | $2,580-16.9% | $3,142-31.7% | $3,332-35.6% |
| Admin fee / account holder | $112 | $3,825-97.1% | $5,800-98.1% | $4,645-97.6% |