Filed May 4, 2022
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,406 | $91,762+19.2% | $67,502+62.1% | $77,643+40.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 16.04% | 14.87%+1.2pp | 3512.12%-3496.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,456 | $3,181+8.7% | $2,731+26.6% | $2,726+26.8% |
| Participant deferral / active EE | $5,365 | $3,903+37.4% | $4,000+34.1% | $4,647+15.4% |
| Admin fee / account holder | $0 | $176-99.9% | $3,998-100.0% | $430-100.0% |