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.
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 | $150,291 | $79,523+89.0% | $140,016+7.3% | $56,287+167.0% |
| Participation rate | 90.9% | 85.7%+5.2pp | 87.5%+3.4pp | 69.9%+21.1pp |
| Annual return | -6.46% | 2.39%-8.8pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $9,798 | $3,350+192.5% | $5,606+74.8% | $2,111+364.1% |
| Participant deferral / active EE | $6,552 | $5,129+27.7% | $6,927-5.4% | $3,350+95.6% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |