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 8-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 | $19,046 | $70,669-73.0% | $169,368-88.8% | $75,163-74.7% |
| Participation rate | 90.8% | 64.8%+26.0pp | 77.1%+13.6pp | 67.2%+23.6pp |
| Annual return | 24.20% | 36.36%-12.2pp | 405.60%-381.4pp | 160.62%-136.4pp |
| Employer contribution / active EE | $1,806 | $2,211-18.3% | $4,013-55.0% | $2,670-32.4% |
| Participant deferral / active EE | $2,934 | $4,311-31.9% | $6,221-52.8% | $4,125-28.9% |
| Admin fee / account holder | $47 | $5,402-99.1% | $9,003-99.5% | $5,651-99.2% |