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.
Participant 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 | $22,670 | $64,707-65.0% | $112,228-79.8% | $68,494-66.9% |
| Participation rate | 75.4% | 67.2%+8.2pp | 75.1%+0.3pp | 67.9%+7.5pp |
| Annual return | -11.45% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,494 | $2,746+136.5% | $3,635+78.7% | $2,596+150.1% |
| Participant deferral / active EE | $1,013 | $3,565-71.6% | $4,728-78.6% | $4,027-74.8% |
| Admin fee / account holder | $7 | $5,232-99.9% | $6,410-99.9% | $5,403-99.9% |