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 | $15,553 | $56,640-72.5% | $80,975-80.8% | $57,658-73.0% |
| Participation rate | 93.4% | 75.9%+17.5pp | 75.8%+17.6pp | 70.2%+23.1pp |
| Annual return | 13.72% | 19.97%-6.3pp | 17.10%-3.4pp | 5.13%+8.6pp |
| Employer contribution / active EE | $1,249 | $2,085-40.1% | $3,714-66.4% | $1,974-36.7% |
| Participant deferral / active EE | $5,598 | $4,944+13.2% | $5,696-1.7% | $3,061+82.9% |
| Admin fee / account holder | $86 | $87-1.7% | $5,516-98.4% | $95-9.4% |