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.
Employer 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 | $31,144 | $99,957-68.8% | $149,696-79.2% | $73,488-57.6% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 136.66% | 53.87%+82.8pp | 276.60%-139.9pp | 28.51%+108.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,143 | $6,073+83.5% | $6,842+62.9% | $3,740+198.0% |
| Admin fee / account holder | $16 | $551-97.2% | $9,309-99.8% | $513-96.9% |