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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,648 | $130,194+10.3% | $169,993-15.5% | $71,457+101.0% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 23.48% | 20.37%+3.1pp | 53.37%-29.9pp | 28.85%-5.4pp |
| Employer contribution / active EE | -$10 | $4,381-100.2% | $6,785-100.2% | $2,588-100.4% |
| Participant deferral / active EE | $17,206 | $6,923+148.5% | $10,408+65.3% | $4,289+301.2% |
| Admin fee / account holder | $2 | $966-99.8% | $12,815-100.0% | $1,587-99.9% |