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 4-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 | $61,619 | $61,272+0.6% | $149,673-58.8% | $71,457-13.8% |
| Participation rate | 79.9% | 62.5%+17.4pp | 78.8%+1.1pp | 67.9%+11.9pp |
| Annual return | 19.07% | 35.85%-16.8pp | 134.42%-115.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,882 | $2,378+21.2% | $4,818-40.2% | $2,588+11.4% |
| Participant deferral / active EE | $7,171 | $2,917+145.8% | $5,680+26.3% | $4,289+67.2% |
| Admin fee / account holder | $244 | $1,261-80.7% | $13,210-98.2% | $1,587-84.6% |