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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,423 | $82,202+259.4% | $125,339+135.7% | $64,808+355.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.66% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $11,812 | $3,615+226.7% | $4,814+145.4% | $2,506+371.4% |
| Participant deferral / active EE | $12,528 | $7,175+74.6% | $7,446+68.2% | $4,310+190.6% |
| Admin fee / account holder | -$1 | $163-100.6% | $10,010-100.0% | $188-100.5% |