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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,571 | $63,861-88.1% | $104,607-92.8% | $79,858-90.5% |
| Participation rate | 96.1% | 64.9%+31.2pp | 74.1%+22.0pp | 69.6%+26.5pp |
| Annual return | 23.92% | 21.30%+2.6pp | 340.46%-316.5pp | 31.71%-7.8pp |
| Employer contribution / active EE | $702 | $1,588-55.8% | $2,681-73.8% | $2,471-71.6% |
| Participant deferral / active EE | $3,560 | $2,693+32.2% | $3,740-4.8% | $3,740-4.8% |
| Admin fee / account holder | $33 | $4,185-99.2% | $6,473-99.5% | $5,306-99.4% |