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 | $37,158 | $77,660-52.2% | $109,143-66.0% | $79,386-53.2% |
| Participation rate | 82.8% | 67.8%+15.0pp | 75.9%+6.9pp | 70.7%+12.1pp |
| Annual return | 7.16% | 23.44%-16.3pp | 25.75%-18.6pp | 116.85%-109.7pp |
| Employer contribution / active EE | $2,595 | $2,797-7.2% | $3,722-30.3% | $2,427+6.9% |
| Participant deferral / active EE | $1,450 | $3,518-58.8% | $4,653-68.8% | $4,046-64.2% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |