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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,085 | $73,638-78.2% | $95,952-83.2% | $73,488-78.1% |
| Participation rate | 97.0% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.3pp |
| Annual return | 21.34% | 16.78%+4.6pp | 91.61%-70.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $640 | $1,863-65.6% | $2,541-74.8% | $2,270-71.8% |
| Participant deferral / active EE | $2,857 | $3,617-21.0% | $4,167-31.4% | $3,740-23.6% |
| Admin fee / account holder | $61 | $482-87.3% | $6,795-99.1% | $513-88.1% |