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 | $34,832 | $76,552-54.5% | $123,892-71.9% | $62,891-44.6% |
| Participation rate | 73.6% | 73.0%+0.6pp | 81.4%-7.8pp | 69.3%+4.3pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $736 | $2,883-74.5% | $4,617-84.1% | $2,281-67.7% |
| Participant deferral / active EE | $3,888 | $4,840-19.7% | $5,984-35.0% | $3,203+21.4% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |