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 | $36,475 | $62,327-41.5% | $120,354-69.7% | $74,495-51.0% |
| Participation rate | 72.8% | 56.8%+16.0pp | 71.9%+0.9pp | 67.2%+5.6pp |
| Annual return | 15.76% | 18.61%-2.9pp | 107.15%-91.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,828 | $1,843-0.8% | $3,463-47.2% | $2,623-30.3% |
| Participant deferral / active EE | $2,743 | $2,893-5.2% | $4,991-45.0% | $4,346-36.9% |
| Admin fee / account holder | $17 | $2,396-99.3% | $9,423-99.8% | $1,942-99.1% |