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 | $42,362 | $106,028-60.0% | $146,958-71.2% | $77,643-45.4% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 19.93% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $5,032 | $4,063+23.9% | $4,933+2.0% | $2,726+84.6% |
| Participant deferral / active EE | $10,677 | $7,990+33.6% | $8,070+32.3% | $4,647+129.7% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |