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 7-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 | $50,363 | $69,763-27.8% | $67,502-25.4% | $74,495-32.4% |
| Participation rate | 77.4% | 71.4%+6.0pp | 72.9%+4.5pp | 67.2%+10.2pp |
| Annual return | 15.57% | -40.34%+55.9pp | 3512.12%-3496.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,264 | $2,704-16.3% | $2,731-17.1% | $2,623-13.7% |
| Participant deferral / active EE | $3,837 | $3,636+5.5% | $4,000-4.1% | $4,346-11.7% |
| Admin fee / account holder | $9 | $896-99.0% | $3,998-99.8% | $1,942-99.6% |