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 | $100,808 | $88,890+13.4% | $102,423-1.6% | $77,643+29.8% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.1pp |
| Annual return | 16.61% | 24.98%-8.4pp | 29.32%-12.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,757 | $5,145+186.8% | $5,053+192.1% | $4,647+217.5% |
| Admin fee / account holder | $11 | $235-95.4% | $9,451-99.9% | $430-97.5% |