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 | $30,687 | $55,449-44.7% | $83,848-63.4% | $56,287-45.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.04% | -1.38%-0.7pp | 850.88%-852.9pp | -9.96%+7.9pp |
| Employer contribution / active EE | $728 | $2,430-70.0% | $3,631-79.9% | $2,111-65.5% |
| Participant deferral / active EE | $2,565 | $2,935-12.6% | $4,082-37.2% | $3,350-23.4% |
| Admin fee / account holder | $124 | $656-81.1% | $5,478-97.7% | $521-76.3% |