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 | $37,987 | $76,050-50.1% | $96,544-60.7% | $71,457-46.8% |
| Participation rate | 90.8% | 74.4%+16.4pp | 76.0%+14.9pp | 67.9%+22.9pp |
| Annual return | 19.96% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,764 | $2,244-21.4% | $2,965-40.5% | $2,588-31.8% |
| Participant deferral / active EE | $8,627 | $4,215+104.6% | $4,851+77.8% | $4,289+101.1% |
| Admin fee / account holder | $15 | $2,707-99.4% | $8,252-99.8% | $1,587-99.0% |