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 8-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.
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 | $46,737 | $102,317-54.3% | $146,958-68.2% | $80,856-42.2% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 17.58% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,041 | $3,713-72.0% | $4,933-78.9% | $2,755-62.2% |
| Participant deferral / active EE | $10,532 | $6,644+58.5% | $8,070+30.5% | $4,296+145.2% |
| Admin fee / account holder | $4 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |