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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,436 | $67,505+152.5% | $105,218+62.0% | $67,505+152.5% |
| Participation rate | 95.8% | 71.2%+24.6pp | 77.2%+18.6pp | 71.2%+24.6pp |
| Annual return | -0.81% | 6.52%-7.3pp | 5.33%-6.1pp | 6.52%-7.3pp |
| Employer contribution / active EE | $3,034 | $2,173+39.6% | $3,255-6.8% | $2,173+39.6% |
| Participant deferral / active EE | $9,796 | $3,597+172.4% | $4,867+101.3% | $3,597+172.4% |
| Admin fee / account holder | $0 | $56-100.0% | $6,992-100.0% | $56-100.0% |