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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,188 | $65,322-72.2% | $70,449-74.2% | $73,488-75.3% |
| Participation rate | 88.0% | 77.0%+11.0pp | 75.1%+12.9pp | 70.7%+17.3pp |
| Annual return | 110.56% | 15.71%+94.8pp | 109.03%+1.5pp | 28.51%+82.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,320 | $3,375+146.5% | $3,709+124.3% | $3,740+122.5% |
| Admin fee / account holder | $9 | $214-95.8% | $3,845-99.8% | $513-98.3% |