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 | $52,310 | $74,706-30.0% | $75,696-30.9% | $79,386-34.1% |
| Participation rate | 96.7% | 75.3%+21.3pp | 74.8%+21.8pp | 70.7%+26.0pp |
| Annual return | 20.04% | 18.52%+1.5pp | 104.53%-84.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,312 | $2,590-49.3% | $2,743-52.2% | $2,427-46.0% |
| Participant deferral / active EE | $1,449 | $3,533-59.0% | $3,821-62.1% | $4,046-64.2% |
| Admin fee / account holder | $19 | $374-95.1% | $3,619-99.5% | $626-97.0% |