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 | $43,647 | $53,822-18.9% | $75,696-42.3% | $85,850-49.2% |
| Participation rate | 94.9% | 69.1%+25.8pp | 74.8%+20.0pp | 69.3%+25.6pp |
| Annual return | 21.46% | 24.54%-3.1pp | 104.53%-83.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $8,084 | $2,017+300.8% | $2,743+194.7% | $2,565+215.1% |
| Participant deferral / active EE | $17,520 | $2,895+505.2% | $3,821+358.5% | $3,952+343.4% |
| Admin fee / account holder | $26 | $3,343-99.2% | $3,619-99.3% | $6,260-99.6% |