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 | $57,399 | $48,313+18.8% | $73,307-21.7% | $52,331+9.7% |
| Participation rate | 78.3% | 68.6%+9.7pp | 74.9%+3.4pp | 68.1%+10.2pp |
| Annual return | -0.59% | 3.85%-4.4pp | 5.67%-6.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,527 | $4,189+8.1% | $4,991-9.3% | $3,022+49.8% |
| Admin fee / account holder | $22 | $404-94.7% | $5,637-99.6% | $592-96.4% |