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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,167 | $66,813-41.4% | $100,516-61.0% | $73,488-46.7% |
| Participation rate | 90.4% | 77.5%+13.0pp | 79.4%+11.0pp | 70.7%+19.8pp |
| Annual return | 35.14% | 25.70%+9.4pp | 30.89%+4.3pp | 28.51%+6.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,501 | $5,883+112.5% | $6,270+99.4% | $3,740+234.3% |
| Admin fee / account holder | $18 | $512-96.5% | $8,081-99.8% | $513-96.5% |