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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,706 | $79,428+35.6% | $106,548+1.1% | $79,386+35.7% |
| Participation rate | 99.2% | 74.1%+25.1pp | 76.1%+23.1pp | 70.7%+28.5pp |
| Annual return | 17.48% | 18.27%-0.8pp | 26.80%-9.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $2,961 | $2,234+32.5% | $2,819+5.0% | $2,427+22.0% |
| Participant deferral / active EE | $5,287 | $3,823+38.3% | $4,398+20.2% | $4,046+30.7% |
| Admin fee / account holder | $240 | $523-54.1% | $7,407-96.8% | $626-61.7% |