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 | $30,858 | $104,317-70.4% | $159,436-80.6% | $86,799-64.4% |
| Participation rate | 89.4% | 77.7%+11.7pp | 82.8%+6.6pp | 72.3%+17.1pp |
| Annual return | 30.98% | 26.32%+4.7pp | 263.57%-232.6pp | 97.91%-66.9pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,695 | $6,837+41.8% | $7,352+31.9% | $4,131+134.7% |
| Admin fee / account holder | $14 | $172-92.0% | $10,799-99.9% | $170-91.9% |