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 8-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 | $15,086 | $58,879-74.4% | $178,490-91.5% | $73,488-79.5% |
| Participation rate | 94.6% | 66.2%+28.4pp | 81.9%+12.6pp | 70.7%+23.9pp |
| Annual return | 14.68% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,135 | $2,236-49.2% | $5,011-77.3% | $2,270-50.0% |
| Participant deferral / active EE | $2,766 | $2,567+7.8% | $5,202-46.8% | $3,740-26.0% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |