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.
Annual investment return 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 | $40,323 | $91,372-55.9% | $129,995-69.0% | $74,419-45.8% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.2pp |
| Annual return | 13.63% | 23.21%-9.6pp | -137.18%+150.8pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,205 | $2,563-53.0% | $4,320-72.1% | $2,637-54.3% |
| Participant deferral / active EE | $2,042 | $4,721-56.8% | $5,820-64.9% | $4,528-54.9% |
| Admin fee / account holder | $10 | $283-96.5% | $10,614-99.9% | $348-97.2% |