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 | $123,388 | $85,635+44.1% | $123,892-0.4% | $63,975+92.9% |
| Participation rate | 91.6% | 74.9%+16.7pp | 81.4%+10.2pp | 71.1%+20.5pp |
| Annual return | 9.28% | 15.74%-6.5pp | 47.52%-38.2pp | 48.65%-39.4pp |
| Employer contribution / active EE | $487 | $3,076-84.2% | $4,617-89.4% | $2,182-77.7% |
| Participant deferral / active EE | $9,382 | $5,667+65.6% | $5,984+56.8% | $3,356+179.5% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |