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 | $199,192 | $65,435+204.4% | $86,677+129.8% | $66,914+197.7% |
| Participation rate | 95.1% | 75.5%+19.6pp | 76.6%+18.5pp | 69.8%+25.3pp |
| Annual return | -14.84% | -10.89%-4.0pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $9,307 | $2,153+332.2% | $2,836+228.1% | $2,544+265.8% |
| Participant deferral / active EE | $10,239 | $4,100+149.7% | $4,656+119.9% | $4,237+141.7% |
| Admin fee / account holder | -$5 | $642-100.8% | $7,493-100.1% | $593-100.9% |