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 a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,130 | $130,141-29.2% | $86,677+6.3% | $77,904+18.3% |
| Participation rate | 91.6% | 85.9%+5.7pp | 76.6%+15.1pp | 73.7%+17.9pp |
| Annual return | -18.81% | -12.75%-6.1pp | 35.91%-54.7pp | 12.21%-31.0pp |
| Employer contribution / active EE | $3,530 | $3,220+9.6% | $2,836+24.5% | $2,848+24.0% |
| Participant deferral / active EE | $5,972 | $5,757+3.7% | $4,656+28.3% | $4,806+24.3% |
| Admin fee / account holder | -$7 | $132-105.2% | $7,493-100.1% | $133-105.2% |