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 | $34,076 | $183,540-81.4% | $92,893-63.3% | - |
| Participation rate | 100.0% | 69.1%+30.9pp | 76.0%+24.0pp | - |
| Annual return | 17.98% | 7.80%+10.2pp | 109.41%-91.4pp | - |
| Employer contribution / active EE | $1,768 | $2,217-20.3% | $3,653-51.6% | - |
| Participant deferral / active EE | $2,860 | $3,031-5.6% | $4,236-32.5% | - |
| Admin fee / account holder | $71 | $9,074-99.2% | $5,794-98.8% | - |